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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 | $78,088 | $78,705-0.8% | $117,860-33.7% | $70,124+11.4% |
| Participation rate | 63.3% | 73.2%-9.9pp | 79.7%-16.3pp | 69.5%-6.2pp |
| Annual return | 14.91% | 23.30%-8.4pp | 335.10%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,046 | $2,223-53.0% | $3,786-72.4% | $2,342-55.3% |
| Participant deferral / active EE | $5,355 | $3,297+62.4% | $4,482+19.5% | $3,332+60.7% |
| Admin fee / account holder | $7,137 | $5,065+40.9% | $8,021-11.0% | $4,645+53.6% |