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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 | $83,908 | $96,731-13.3% | $123,973-32.3% | $86,983-3.5% |
| Participation rate | 56.5% | 70.0%-13.5pp | 76.7%-20.1pp | 69.5%-13.0pp |
| Annual return | 12.04% | 17.33%-5.3pp | 388.13%-376.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $1,646 | $3,297-50.1% | $4,126-60.1% | $2,584-36.3% |
| Participant deferral / active EE | $3,705 | $4,152-10.8% | $5,247-29.4% | $4,194-11.7% |
| Admin fee / account holder | $13,596 | $8,722+55.9% | $11,799+15.2% | $7,856+73.1% |