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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 | $78,935 | $78,690+0.3% | $161,489-51.1% | $87,485-9.8% |
| Participation rate | 45.7% | 67.5%-21.8pp | 78.7%-33.0pp | 68.9%-23.3pp |
| Annual return | 18.78% | 32.74%-14.0pp | 89.72%-70.9pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,221 | $2,588-14.2% | $4,268-48.0% | $2,596-14.5% |
| Participant deferral / active EE | $5,547 | $3,311+67.5% | $5,630-1.5% | $4,274+29.8% |
| Admin fee / account holder | $790 | $6,724-88.2% | $16,006-95.1% | $7,775-89.8% |