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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 | $92,017 | $98,766-6.8% | $149,730-38.5% | $79,852+15.2% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 12.76% | 27.43%-14.7pp | 276.70%-263.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,703 | $3,217-47.1% | $4,645-63.3% | $2,471-31.1% |
| Participant deferral / active EE | $4,158 | $5,681-26.8% | $6,843-39.2% | $3,740+11.2% |
| Admin fee / account holder | $2,178 | $6,052-64.0% | $9,310-76.6% | $5,306-59.0% |