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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 | $87,079 | $91,198-4.5% | $178,503-51.2% | $79,856+9.0% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 14.96% | 24.20%-9.2pp | 151.12%-136.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,921 | $3,257-41.0% | $5,011-61.7% | $2,471-22.2% |
| Participant deferral / active EE | $3,554 | $3,237+9.8% | $5,202-31.7% | $3,741-5.0% |
| Admin fee / account holder | $3,109 | $6,748-53.9% | $13,987-77.8% | $5,306-41.4% |