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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 | $81,917 | $78,428+4.4% | $95,960-14.6% | $79,852+2.6% |
| Participation rate | 41.9% | 73.5%-31.6pp | 77.1%-35.1pp | 69.6%-27.7pp |
| Annual return | 12.45% | 19.37%-6.9pp | 91.63%-79.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $998 | $1,945-48.7% | $2,541-60.7% | $2,471-59.6% |
| Participant deferral / active EE | $1,635 | $3,440-52.5% | $4,167-60.8% | $3,740-56.3% |
| Admin fee / account holder | $8,748 | $5,622+55.6% | $6,797+28.7% | $5,306+64.9% |