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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 | $85,163 | $83,369+2.2% | $105,223-19.1% | $67,986+25.3% |
| Participation rate | 29.5% | 56.3%-26.8pp | 75.0%-45.5pp | 57.2%-27.7pp |
| Annual return | 19.65% | 24.64%-5.0pp | 180.65%-161.0pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,191 | $2,541-53.1% | $3,689-67.7% | $2,019-41.0% |
| Participant deferral / active EE | $2,934 | $3,295-11.0% | $5,072-42.1% | $3,358-12.6% |
| Admin fee / account holder | $11,788 | $4,073+189.5% | $8,859+33.1% | $3,203+268.0% |