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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 | $82,232 | $78,672+4.5% | $109,163-24.7% | $85,856-4.2% |
| Participation rate | 48.8% | 68.3%-19.4pp | 75.9%-27.0pp | 69.3%-20.5pp |
| Annual return | 12.86% | 25.09%-12.2pp | 25.75%-12.9pp | 318.58%-305.7pp |
| Employer contribution / active EE | $1,680 | $2,734-38.5% | $3,723-54.9% | $2,565-34.5% |
| Participant deferral / active EE | $5,317 | $3,467+53.3% | $4,654+14.3% | $3,952+34.5% |
| Admin fee / account holder | $17,374 | $5,470+217.7% | $6,754+157.2% | $6,261+177.5% |