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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 | $86,831 | $65,027+33.5% | $90,970-4.6% | $79,852+8.7% |
| Participation rate | 49.2% | 61.6%-12.5pp | 69.0%-19.9pp | 69.6%-20.5pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.58%-120.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $609 | $1,247-51.1% | $2,122-71.3% | $2,471-75.3% |
| Participant deferral / active EE | $2,331 | $2,512-7.2% | $3,373-30.9% | $3,740-37.7% |
| Admin fee / account holder | $798 | $4,535-82.4% | $5,960-86.6% | $5,306-85.0% |