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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 | $89,179 | $88,672+0.6% | $105,223-15.2% | $82,448+8.2% |
| Participation rate | 41.8% | 67.9%-26.1pp | 75.0%-33.3pp | 68.1%-26.3pp |
| Annual return | 14.38% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,211 | $3,048-60.3% | $3,689-67.2% | $2,551-52.5% |
| Participant deferral / active EE | $2,910 | $4,036-27.9% | $5,072-42.6% | $4,139-29.7% |
| Admin fee / account holder | $8,827 | $7,146+23.5% | $8,859-0.4% | $7,234+22.0% |