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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 | $80,674 | $68,681+17.5% | $86,615-6.9% | $85,847-6.0% |
| Participation rate | 19.2% | 66.4%-47.1pp | 71.6%-52.4pp | 69.3%-50.1pp |
| Annual return | 26.06% | 20.12%+5.9pp | 63.51%-37.5pp | 318.61%-292.5pp |
| Employer contribution / active EE | $1,098 | $1,880-41.6% | $2,496-56.0% | $2,565-57.2% |
| Participant deferral / active EE | $1,968 | $2,919-32.6% | $3,699-46.8% | $3,952-50.2% |
| Admin fee / account holder | $525 | $5,974-91.2% | $5,830-91.0% | $6,261-91.6% |