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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 | $93,875 | $95,383-1.6% | $185,837-49.5% | $85,856+9.3% |
| Participation rate | 64.1% | 68.8%-4.7pp | 81.7%-17.6pp | 69.3%-5.2pp |
| Annual return | 13.49% | 23.59%-10.1pp | 122.08%-108.6pp | 318.58%-305.1pp |
| Employer contribution / active EE | $1,075 | $3,313-67.5% | $5,168-79.2% | $2,565-58.1% |
| Participant deferral / active EE | $3,128 | $3,423-8.6% | $5,568-43.8% | $3,952-20.9% |
| Admin fee / account holder | $9,536 | $7,213+32.2% | $16,241-41.3% | $6,261+52.3% |