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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 | $77,826 | $76,407+1.9% | $150,298-48.2% | $82,448-5.6% |
| Participation rate | 40.7% | 66.4%-25.7pp | 77.8%-37.0pp | 68.1%-27.3pp |
| Annual return | 14.47% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,290 | $2,614-50.7% | $4,154-69.0% | $2,551-49.4% |
| Participant deferral / active EE | $2,505 | $3,214-22.1% | $5,453-54.1% | $4,139-39.5% |
| Admin fee / account holder | $1,146 | $6,352-82.0% | $14,116-91.9% | $7,234-84.2% |