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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 | $88,203 | $60,442+45.9% | $96,754-8.8% | $87,485+0.8% |
| Participation rate | 39.7% | 58.7%-19.0pp | 70.3%-30.6pp | 68.9%-29.2pp |
| Annual return | 15.22% | 21.97%-6.8pp | 82.04%-66.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,614 | $1,691-4.5% | $2,679-39.8% | $2,596-37.8% |
| Participant deferral / active EE | $3,985 | $3,280+21.5% | $4,758-16.2% | $4,274-6.7% |
| Admin fee / account holder | $18,470 | $5,069+264.4% | $8,905+107.4% | $7,775+137.6% |