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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 | $69,779 | $78,690-11.3% | $161,489-56.8% | $87,485-20.2% |
| Participation rate | 27.6% | 67.5%-39.9pp | 78.7%-51.1pp | 68.9%-41.3pp |
| Annual return | 14.96% | 32.74%-17.8pp | 89.72%-74.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $2,066 | $2,588-20.2% | $4,268-51.6% | $2,596-20.4% |
| Participant deferral / active EE | $3,721 | $3,311+12.4% | $5,630-33.9% | $4,274-12.9% |
| Admin fee / account holder | $19,578 | $6,724+191.2% | $16,006+22.3% | $7,775+151.8% |