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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 | $86,249 | $78,682+9.6% | $109,188-21.0% | $85,851+0.5% |
| Participation rate | 56.1% | 68.3%-12.2pp | 75.9%-19.8pp | 69.3%-13.2pp |
| Annual return | 12.56% | 25.09%-12.5pp | 25.76%-13.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $2,368 | $2,734-13.4% | $3,723-36.4% | $2,565-7.7% |
| Participant deferral / active EE | $4,073 | $3,468+17.5% | $4,654-12.5% | $3,952+3.0% |
| Admin fee / account holder | $26,407 | $5,470+382.8% | $6,755+290.9% | $6,261+321.8% |