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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 | $87,042 | $78,690+10.6% | $161,489-46.1% | $87,485-0.5% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 13.88% | 32.74%-18.9pp | 89.72%-75.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,667 | $2,588-35.6% | $4,268-60.9% | $2,596-35.8% |
| Participant deferral / active EE | $2,645 | $3,311-20.1% | $5,630-53.0% | $4,274-38.1% |
| Admin fee / account holder | $8,907 | $6,724+32.5% | $16,006-44.3% | $7,775+14.6% |