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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 | $77,958 | $78,690-0.9% | $161,489-51.7% | $87,485-10.9% |
| Participation rate | 46.7% | 67.5%-20.8pp | 78.7%-32.0pp | 68.9%-22.3pp |
| Annual return | 16.26% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,482 | $2,588-42.8% | $4,268-65.3% | $2,596-42.9% |
| Participant deferral / active EE | $4,483 | $3,311+35.4% | $5,630-20.4% | $4,274+4.9% |
| Admin fee / account holder | $1,794 | $6,724-73.3% | $16,006-88.8% | $7,775-76.9% |