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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 | $80,674+5.6% | $119,126-28.5% | $64,340+32.4% |
| Participation rate | 29.5% | 55.2%-25.7pp | 75.8%-46.2pp | 55.2%-25.7pp |
| Annual return | 19.65% | 26.86%-7.2pp | 282.11%-262.5pp | 24.14%-4.5pp |
| Employer contribution / active EE | $1,191 | $2,564-53.6% | $4,034-70.5% | $1,862-36.0% |
| Participant deferral / active EE | $2,934 | $3,053-3.9% | $5,318-44.8% | $2,980-1.6% |
| Admin fee / account holder | $11,788 | $4,559+158.6% | $10,693+10.2% | $3,703+218.4% |