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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 | $83,166 | $64,920+28.1% | $103,693-19.8% | $86,983-4.4% |
| Participation rate | 32.6% | 63.6%-31.0pp | 72.6%-40.1pp | 69.5%-37.0pp |
| Annual return | 15.52% | 30.29%-14.8pp | 47.61%-32.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $188 | $2,141-91.2% | $2,920-93.6% | $2,584-92.7% |
| Participant deferral / active EE | $3,492 | $3,241+7.7% | $4,579-23.8% | $4,194-16.7% |
| Admin fee / account holder | $4,971 | $6,191-19.7% | $7,858-36.7% | $7,856-36.7% |