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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 | $79,993 | $79,223+1.0% | $102,460-21.9% | $74,478+7.4% |
| Participation rate | 55.9% | 74.8%-18.9pp | 76.5%-20.6pp | 67.2%-11.3pp |
| Annual return | 16.06% | 54.98%-38.9pp | 29.47%-13.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $2,991 | $2,363+26.6% | $3,025-1.1% | $2,626+13.9% |
| Participant deferral / active EE | $5,191 | $4,417+17.5% | $5,056+2.7% | $4,350+19.3% |
| Admin fee / account holder | $1,100 | $2,003-45.1% | $9,460-88.4% | $1,946-43.5% |