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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 | $75,284 | $65,034+15.8% | $90,970-17.2% | $79,856-5.7% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.0%-22.1pp | 69.6%-22.8pp |
| Annual return | 18.01% | 30.45%-12.4pp | 134.60%-116.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,245 | $1,247-0.2% | $2,122-41.3% | $2,471-49.6% |
| Participant deferral / active EE | $1,519 | $2,512-39.6% | $3,373-55.0% | $3,741-59.4% |
| Admin fee / account holder | $11,697 | $4,536+157.9% | $5,961+96.2% | $5,306+120.4% |