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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 | $77,667 | $78,690-1.3% | $161,489-51.9% | $87,485-11.2% |
| Participation rate | 50.9% | 67.5%-16.6pp | 78.7%-27.8pp | 68.9%-18.0pp |
| Annual return | 17.55% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,890 | $2,588-27.0% | $4,268-55.7% | $2,596-27.2% |
| Participant deferral / active EE | $3,625 | $3,311+9.5% | $5,630-35.6% | $4,274-15.2% |
| Admin fee / account holder | $2,582 | $6,724-61.6% | $16,006-83.9% | $7,775-66.8% |