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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 | $134,715 | $63,703+111.5% | $93,063+44.8% | $82,448+63.4% |
| Participation rate | 53.6% | 63.8%-10.3pp | 72.1%-18.5pp | 68.1%-14.5pp |
| Annual return | 18.56% | -775.43%+794.0pp | 34.15%-15.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $608 | $1,729-64.8% | $2,476-75.4% | $2,551-76.2% |
| Participant deferral / active EE | $1,777 | $2,919-39.1% | $3,958-55.1% | $4,139-57.1% |
| Admin fee / account holder | $771 | $5,982-87.1% | $6,033-87.2% | $7,234-89.3% |