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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 | $81,901 | $80,731+1.4% | $103,378-20.8% | $74,400+10.1% |
| Participation rate | 20.3% | 65.7%-45.3pp | 74.5%-54.2pp | 67.2%-46.9pp |
| Annual return | 14.19% | 27.56%-13.4pp | 24.91%-10.7pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $1,213 | $3,159-61.6% | $3,870-68.6% | $2,624-53.8% |
| Participant deferral / active EE | $2,143 | $3,862-44.5% | $5,058-57.6% | $4,348-50.7% |
| Admin fee / account holder | $4,840 | $2,369+104.3% | $8,401-42.4% | $1,944+149.0% |