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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 | $88,087 | $81,358+8.3% | $155,556-43.4% | $80,959+8.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 13.21% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $845 | $3,106-72.8% | $4,675-81.9% | $2,757-69.4% |
| Participant deferral / active EE | $3,506 | $3,455+1.5% | $5,631-37.7% | $4,300-18.5% |
| Admin fee / account holder | $681 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |