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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 | $79,859 | $96,731-17.4% | $123,973-35.6% | $86,983-8.2% |
| Participation rate | 53.2% | 70.0%-16.8pp | 76.7%-23.5pp | 69.5%-16.4pp |
| Annual return | 14.55% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,790 | $3,297-45.7% | $4,126-56.6% | $2,584-30.7% |
| Participant deferral / active EE | $3,465 | $4,152-16.5% | $5,247-34.0% | $4,194-17.4% |
| Admin fee / account holder | $9,674 | $8,722+10.9% | $11,799-18.0% | $7,856+23.1% |