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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 | $86,493 | $91,559-5.5% | $133,959-35.4% | $79,858+8.3% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 20.38% | 61.85%-41.5pp | 45.09%-24.7pp | 31.72%-11.3pp |
| Employer contribution / active EE | $1,357 | $2,384-43.1% | $3,919-65.4% | $2,471-45.1% |
| Participant deferral / active EE | $2,694 | $3,734-27.9% | $5,047-46.6% | $3,740-28.0% |
| Admin fee / account holder | $16,566 | $6,321+162.1% | $8,928+85.5% | $5,306+212.2% |