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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 | $88,236 | $91,559-3.6% | $133,971-34.1% | $79,852+10.5% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 12.87% | 61.85%-49.0pp | 45.09%-32.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,381 | $2,384-42.1% | $3,919-64.8% | $2,471-44.1% |
| Participant deferral / active EE | $2,307 | $3,734-38.2% | $5,047-54.3% | $3,740-38.3% |
| Admin fee / account holder | $5,297 | $6,321-16.2% | $8,929-40.7% | $5,306-0.2% |