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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 | $83,194 | $76,407+8.9% | $150,298-44.6% | $82,448+0.9% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 14.43% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,739 | $2,614-33.5% | $4,154-58.1% | $2,551-31.8% |
| Participant deferral / active EE | $4,126 | $3,214+28.3% | $5,453-24.3% | $4,139-0.3% |
| Admin fee / account holder | $36,662 | $6,352+477.2% | $14,116+159.7% | $7,234+406.8% |