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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 | $86,576 | $84,236+2.8% | $170,435-49.2% | $70,126+23.5% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 18.17% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,689 | $3,387-50.1% | $5,432-68.9% | $2,343-27.9% |
| Participant deferral / active EE | $3,885 | $3,086+25.9% | $4,939-21.4% | $3,332+16.6% |
| Admin fee / account holder | $15,879 | $5,698+178.7% | $13,881+14.4% | $4,645+241.8% |