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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,632 | $94,031-4.7% | $115,768-22.6% | $82,448+8.7% |
| Participation rate | 19.2% | 70.4%-51.2pp | 74.4%-55.2pp | 68.1%-48.8pp |
| Annual return | 13.09% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $810 | $2,323-65.1% | $2,940-72.4% | $2,551-68.2% |
| Participant deferral / active EE | $2,137 | $3,972-46.2% | $4,917-56.5% | $4,139-48.4% |
| Admin fee / account holder | $11,598 | $10,249+13.2% | $12,439-6.8% | $7,234+60.3% |