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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 | $80,638 | $80,731-0.1% | $103,374-22.0% | $74,546+8.2% |
| Participation rate | 37.1% | 65.7%-28.5pp | 74.5%-37.4pp | 67.2%-30.1pp |
| Annual return | 15.75% | 27.56%-11.8pp | 24.89%-9.1pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,305 | $3,158-58.7% | $3,869-66.3% | $2,624-50.3% |
| Participant deferral / active EE | $3,676 | $3,860-4.8% | $5,058-27.3% | $4,347-15.4% |
| Admin fee / account holder | $3,764 | $2,369+58.9% | $8,394-55.2% | $1,944+93.6% |