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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 | $81,331+8.3% | $155,534-43.4% | $80,935+8.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 13.21% | 33.37%-20.2pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $845 | $3,105-72.8% | $4,675-81.9% | $2,757-69.3% |
| Participant deferral / active EE | $3,506 | $3,454+1.5% | $5,630-37.7% | $4,299-18.5% |
| Admin fee / account holder | $681 | $7,999-91.5% | $15,900-95.7% | $6,924-90.2% |