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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 | $78,690+5.7% | $161,489-48.5% | $87,485-4.9% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 14.43% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,739 | $2,588-32.8% | $4,268-59.3% | $2,596-33.0% |
| Participant deferral / active EE | $4,126 | $3,311+24.6% | $5,630-26.7% | $4,274-3.5% |
| Admin fee / account holder | $36,662 | $6,724+445.3% | $16,006+129.1% | $7,775+371.6% |