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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 | $85,228 | $91,198-6.5% | $178,503-52.3% | $79,856+6.7% |
| Participation rate | 46.9% | 69.2%-22.3pp | 81.9%-35.0pp | 69.6%-22.7pp |
| Annual return | 22.90% | 24.20%-1.3pp | 151.12%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,364 | $3,257-58.1% | $5,011-72.8% | $2,471-44.8% |
| Participant deferral / active EE | $3,134 | $3,237-3.2% | $5,202-39.8% | $3,741-16.2% |
| Admin fee / account holder | $1,898 | $6,748-71.9% | $13,987-86.4% | $5,306-64.2% |