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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 | $79,937 | $79,181+1.0% | $102,423-22.0% | $74,429+7.4% |
| Participation rate | 52.6% | 74.8%-22.1pp | 76.5%-23.9pp | 67.2%-14.6pp |
| Annual return | 13.58% | 54.97%-41.4pp | 29.42%-15.8pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,060 | $2,362-12.8% | $3,023-31.9% | $2,625-21.5% |
| Participant deferral / active EE | $3,230 | $4,416-26.9% | $5,054-36.1% | $4,348-25.7% |
| Admin fee / account holder | $3,395 | $2,002+69.6% | $9,455-64.1% | $1,944+74.6% |