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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 | $85,891 | $102,632-16.3% | $81,988+4.8% | $158,950-46.0% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.3%-30.4pp | 82.0%-43.1pp |
| Annual return | 17.46% | 61.05%-43.6pp | 41.31%-23.9pp | 302.91%-285.5pp |
| Employer contribution / active EE | $1,411 | $3,241-56.5% | $2,498-43.5% | $4,762-70.4% |
| Participant deferral / active EE | $2,291 | $4,649-50.7% | $3,722-38.5% | $5,983-61.7% |
| Admin fee / account holder | $8,192 | $8,237-0.5% | $5,665+44.6% | $11,248-27.2% |