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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 | $157,787 | $78,690+100.5% | $161,489-2.3% | $87,485+80.4% |
| Participation rate | 64.3% | 67.5%-3.2pp | 78.7%-14.4pp | 68.9%-4.6pp |
| Annual return | 15.83% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,072 | $2,588+18.7% | $4,268-28.0% | $2,596+18.3% |
| Participant deferral / active EE | $6,460 | $3,311+95.1% | $5,630+14.7% | $4,274+51.2% |
| Admin fee / account holder | $2,798 | $6,724-58.4% | $16,006-82.5% | $7,775-64.0% |