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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 | $80,934 | $90,400-10.5% | $186,193-56.5% | $87,485-7.5% |
| Participation rate | 58.1% | 66.2%-8.1pp | 77.1%-19.0pp | 68.9%-10.8pp |
| Annual return | 15.49% | 22.15%-6.7pp | 78.03%-62.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,914 | $2,170-11.8% | $3,918-51.1% | $2,596-26.3% |
| Participant deferral / active EE | $4,655 | $4,330+7.5% | $6,513-28.5% | $4,274+8.9% |
| Admin fee / account holder | $14,897 | $8,673+71.8% | $11,058+34.7% | $7,775+91.6% |