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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 | $87,026 | $78,690+10.6% | $161,489-46.1% | $87,485-0.5% |
| Participation rate | 60.5% | 67.5%-7.0pp | 78.7%-18.2pp | 68.9%-8.5pp |
| Annual return | 19.68% | 32.74%-13.1pp | 89.72%-70.0pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,465 | $2,588-43.4% | $4,268-65.7% | $2,596-43.6% |
| Participant deferral / active EE | $4,667 | $3,311+41.0% | $5,630-17.1% | $4,274+9.2% |
| Admin fee / account holder | $2,852 | $6,724-57.6% | $16,006-82.2% | $7,775-63.3% |