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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 | $83,632 | $78,428+6.6% | $95,960-12.8% | $79,852+4.7% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.1pp |
| Annual return | 22.27% | 19.37%+2.9pp | 91.63%-69.4pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,431 | $1,945-26.4% | $2,541-43.7% | $2,471-42.1% |
| Participant deferral / active EE | $2,864 | $3,440-16.7% | $4,167-31.3% | $3,740-23.4% |
| Admin fee / account holder | $9,191 | $5,622+63.5% | $6,797+35.2% | $5,306+73.2% |