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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 | $83,862 | $91,559-8.4% | $133,959-37.4% | $79,858+5.0% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-28.0pp | 69.6%-17.8pp |
| Annual return | 12.07% | 61.85%-49.8pp | 45.09%-33.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $1,077 | $2,384-54.8% | $3,919-72.5% | $2,471-56.4% |
| Participant deferral / active EE | $1,857 | $3,734-50.3% | $5,047-63.2% | $3,740-50.3% |
| Admin fee / account holder | $11,618 | $6,321+83.8% | $8,928+30.1% | $5,306+119.0% |