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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 | $80,781-0.2% | $102,437-21.3% | $74,478+8.3% |
| Participation rate | 37.1% | 65.7%-28.5pp | 74.5%-37.4pp | 67.2%-30.1pp |
| Annual return | 15.75% | 27.58%-11.8pp | 24.95%-9.2pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,305 | $3,160-58.7% | $3,871-66.3% | $2,626-50.3% |
| Participant deferral / active EE | $3,676 | $3,862-4.8% | $5,060-27.4% | $4,350-15.5% |
| Admin fee / account holder | $3,764 | $2,372+58.7% | $8,388-55.1% | $1,946+93.4% |