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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 | $127,574 | $78,690+62.1% | $161,489-21.0% | $87,485+45.8% |
| Participation rate | 43.3% | 67.5%-24.1pp | 78.7%-35.4pp | 68.9%-25.6pp |
| Annual return | 16.03% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,075 | $2,588-19.8% | $4,268-51.4% | $2,596-20.1% |
| Participant deferral / active EE | $4,804 | $3,311+45.1% | $5,630-14.7% | $4,274+12.4% |
| Admin fee / account holder | $1,473 | $6,724-78.1% | $16,006-90.8% | $7,775-81.1% |