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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 | $64,243 | $65,034-1.2% | $90,970-29.4% | $79,856-19.6% |
| Participation rate | 24.4% | 61.6%-37.2pp | 69.0%-44.6pp | 69.6%-45.3pp |
| Annual return | 19.19% | 30.45%-11.3pp | 134.60%-115.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,174 | $1,247+74.3% | $2,122+2.5% | $2,471-12.0% |
| Participant deferral / active EE | $7,900 | $2,512+214.5% | $3,373+134.2% | $3,741+111.2% |
| Admin fee / account holder | $650 | $4,536-85.7% | $5,961-89.1% | $5,306-87.7% |