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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 | $82,237 | $76,407+7.6% | $150,298-45.3% | $82,448-0.3% |
| Participation rate | 21.3% | 66.4%-45.1pp | 77.8%-56.5pp | 68.1%-46.8pp |
| Annual return | 17.30% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $936 | $2,614-64.2% | $4,154-77.5% | $2,551-63.3% |
| Participant deferral / active EE | $1,855 | $3,214-42.3% | $5,453-66.0% | $4,139-55.2% |
| Admin fee / account holder | $3,067 | $6,352-51.7% | $14,116-78.3% | $7,234-57.6% |