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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 | $80,751 | $70,418+14.7% | $96,570-16.4% | $85,847-5.9% |
| Participation rate | 41.1% | 61.8%-20.7pp | 69.8%-28.7pp | 69.3%-28.2pp |
| Annual return | 18.07% | 18.59%-0.5pp | 37.79%-19.7pp | 318.61%-300.5pp |
| Employer contribution / active EE | $1,378 | $1,413-2.5% | $2,357-41.5% | $2,565-46.3% |
| Participant deferral / active EE | $3,308 | $2,894+14.3% | $3,849-14.1% | $3,952-16.3% |
| Admin fee / account holder | $2,075 | $4,995-58.5% | $6,182-66.4% | $6,261-66.9% |