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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 | $88,481 | $63,140+40.1% | $304,612-71.0% | $116,462-24.0% |
| Participation rate | 27.5% | 70.4%-42.8pp | 81.9%-54.4pp | 74.7%-47.2pp |
| Annual return | 11.53% | 15.04%-3.5pp | 329.91%-318.4pp | 15.65%-4.1pp |
| Employer contribution / active EE | $657 | $2,385-72.4% | $7,476-91.2% | $3,231-79.7% |
| Participant deferral / active EE | $3,487 | $2,741+27.2% | $5,388-35.3% | $3,836-9.1% |
| Admin fee / account holder | $2,132 | $7,583-71.9% | $12,962-83.6% | $12,754-83.3% |