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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 | $84,995 | $91,559-7.2% | $133,959-36.6% | $79,858+6.4% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.6%-13.2pp |
| Annual return | 12.55% | 61.85%-49.3pp | 45.09%-32.5pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,205 | $2,384-49.5% | $3,919-69.3% | $2,471-51.2% |
| Participant deferral / active EE | $2,340 | $3,734-37.3% | $5,047-53.6% | $3,740-37.4% |
| Admin fee / account holder | $7,675 | $6,321+21.4% | $8,928-14.0% | $5,306+44.6% |