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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 | $92,671 | $125,797-26.3% | $170,043-45.5% | $75,173+23.3% |
| Participation rate | 64.9% | 83.6%-18.7pp | 87.0%-22.1pp | 67.2%-2.3pp |
| Annual return | 17.58% | 27.20%-9.6pp | 53.40%-35.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $1,794 | $4,616-61.1% | $6,790-73.6% | $2,671-32.8% |
| Participant deferral / active EE | $4,082 | $6,838-40.3% | $10,410-60.8% | $4,126-1.1% |
| Admin fee / account holder | $19,914 | $8,177+143.5% | $12,824+55.3% | $5,651+252.4% |