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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 | $83,469 | $77,816+7.3% | $123,552-32.4% | $64,173+30.1% |
| Participation rate | 46.4% | 74.7%-28.3pp | 82.3%-35.9pp | 69.6%-23.1pp |
| Annual return | 2.69% | 12.49%-9.8pp | 119.20%-116.5pp | 7.63%-4.9pp |
| Employer contribution / active EE | $888 | $3,014-70.5% | $4,628-80.8% | $2,381-62.7% |
| Participant deferral / active EE | $3,543 | $5,240-32.4% | $6,426-44.9% | $3,470+2.1% |
| Admin fee / account holder | $2,807 | $5,519-49.1% | $9,285-69.8% | $4,887-42.6% |