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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 | $87,287 | $91,559-4.7% | $133,971-34.8% | $79,852+9.3% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.6%-25.6pp |
| Annual return | 12.29% | 61.85%-49.6pp | 45.09%-32.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,015 | $2,384-57.4% | $3,919-74.1% | $2,471-58.9% |
| Participant deferral / active EE | $3,320 | $3,734-11.1% | $5,047-34.2% | $3,740-11.2% |
| Admin fee / account holder | $662 | $6,321-89.5% | $8,929-92.6% | $5,306-87.5% |