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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 | $70,940 | $82,133-13.6% | $147,318-51.8% | $64,097+10.7% |
| Participation rate | 45.2% | 62.3%-17.1pp | 82.1%-36.8pp | 55.2%-10.0pp |
| Annual return | 16.53% | 78.78%-62.3pp | 70.43%-53.9pp | 34.64%-18.1pp |
| Employer contribution / active EE | $759 | $2,872-73.6% | $4,593-83.5% | $1,891-59.9% |
| Participant deferral / active EE | $2,493 | $5,407-53.9% | $7,906-68.5% | $3,080-19.1% |
| Admin fee / account holder | $6,961 | $3,730+86.6% | $13,708-49.2% | $3,454+101.5% |