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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 | $79,027 | $76,407+3.4% | $150,298-47.4% | $82,448-4.1% |
| Participation rate | 25.6% | 66.4%-40.8pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 14.44% | 39.99%-25.6pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,619 | $2,614-38.1% | $4,154-61.0% | $2,551-36.5% |
| Participant deferral / active EE | $3,225 | $3,214+0.3% | $5,453-40.9% | $4,139-22.1% |
| Admin fee / account holder | $14,595 | $6,352+129.8% | $14,116+3.4% | $7,234+101.7% |