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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 | $91,236 | $97,648-6.6% | $121,663-25.0% | $87,485+4.3% |
| Participation rate | 45.5% | 70.5%-25.0pp | 74.5%-29.0pp | 68.9%-23.5pp |
| Annual return | 17.65% | 18.03%-0.4pp | 147.54%-129.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,272 | $2,300-44.7% | $3,020-57.9% | $2,596-51.0% |
| Participant deferral / active EE | $2,587 | $3,923-34.1% | $4,887-47.1% | $4,274-39.5% |
| Admin fee / account holder | $1,109 | $11,100-90.0% | $14,289-92.2% | $7,775-85.7% |