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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 | $89,779 | $99,875-10.1% | $146,866-38.9% | $86,983+3.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 15.17% | 28.10%-12.9pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,251 | $3,224-30.2% | $4,425-49.1% | $2,584-12.9% |
| Participant deferral / active EE | $3,877 | $6,322-38.7% | $7,759-50.0% | $4,194-7.5% |
| Admin fee / account holder | $15,809 | $7,838+101.7% | $13,620+16.1% | $7,856+101.2% |