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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 | $79,223+0.9% | $102,460-22.0% | $74,478+7.3% |
| Participation rate | 52.6% | 74.8%-22.1pp | 76.5%-23.9pp | 67.2%-14.6pp |
| Annual return | 13.58% | 54.98%-41.4pp | 29.47%-15.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,060 | $2,363-12.8% | $3,025-31.9% | $2,626-21.6% |
| Participant deferral / active EE | $3,230 | $4,417-26.9% | $5,056-36.1% | $4,350-25.8% |
| Admin fee / account holder | $3,395 | $2,003+69.5% | $9,460-64.1% | $1,946+74.5% |