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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 | $85,726 | $86,298-0.7% | $111,308-23.0% | $85,847-0.1% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 18.26% | 19.99%-1.7pp | 54.67%-36.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $1,179 | $2,044-42.3% | $2,732-56.9% | $2,565-54.1% |
| Participant deferral / active EE | $2,732 | $3,641-24.9% | $4,487-39.1% | $3,952-30.9% |
| Admin fee / account holder | $1,985 | $8,189-75.8% | $7,965-75.1% | $6,261-68.3% |