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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 | $86,690 | $94,031-7.8% | $115,768-25.1% | $82,448+5.1% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.4%-11.4pp | 68.1%-5.1pp |
| Annual return | 12.61% | 20.61%-8.0pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,434 | $2,323-38.3% | $2,940-51.2% | $2,551-43.8% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $4,917-50.3% | $4,139-40.9% |
| Admin fee / account holder | $9,376 | $10,249-8.5% | $12,439-24.6% | $7,234+29.6% |