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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 | $79,867 | $61,125+30.7% | $94,057-15.1% | $87,485-8.7% |
| Participation rate | 49.4% | 64.1%-14.7pp | 73.3%-23.9pp | 68.9%-19.5pp |
| Annual return | 16.24% | 35.20%-19.0pp | 480.62%-464.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $404 | $2,136-81.1% | $2,933-86.2% | $2,596-84.5% |
| Participant deferral / active EE | $2,707 | $3,260-17.0% | $4,709-42.5% | $4,274-36.6% |
| Admin fee / account holder | $617 | $5,629-89.0% | $7,244-91.5% | $7,775-92.1% |