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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 | $92,991 | $63,861+45.6% | $104,614-11.1% | $79,858+16.4% |
| Participation rate | 44.6% | 64.9%-20.3pp | 74.1%-29.4pp | 69.6%-25.0pp |
| Annual return | 17.47% | 21.30%-3.8pp | 340.56%-323.1pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,126 | $1,588-29.1% | $2,681-58.0% | $2,471-54.4% |
| Participant deferral / active EE | $2,439 | $2,693-9.5% | $3,739-34.8% | $3,740-34.8% |
| Admin fee / account holder | $7,931 | $4,185+89.5% | $6,464+22.7% | $5,306+49.5% |