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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 | $88,020 | $91,179-3.5% | $178,499-50.7% | $79,852+10.2% |
| Participation rate | 58.2% | 69.2%-11.0pp | 81.9%-23.7pp | 69.6%-11.5pp |
| Annual return | 14.45% | 24.19%-9.7pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,370 | $3,256-57.9% | $5,011-72.7% | $2,471-44.5% |
| Participant deferral / active EE | $3,209 | $3,236-0.8% | $5,202-38.3% | $3,740-14.2% |
| Admin fee / account holder | $10,130 | $6,749+50.1% | $13,986-27.6% | $5,306+90.9% |