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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 | $86,066 | $101,950-15.6% | $125,529-31.4% | $86,983-1.1% |
| Participation rate | 30.4% | 70.2%-39.7pp | 74.7%-44.3pp | 69.5%-39.1pp |
| Annual return | 15.99% | 18.29%-2.3pp | 202.56%-186.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,049 | $2,358-55.5% | $3,058-65.7% | $2,584-59.4% |
| Participant deferral / active EE | $2,625 | $3,862-32.0% | $4,813-45.5% | $4,194-37.4% |
| Admin fee / account holder | $19,022 | $12,791+48.7% | $16,298+16.7% | $7,856+142.1% |