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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 | $82,310 | $50,082+64.4% | $93,406-11.9% | $79,858+3.1% |
| Participation rate | 50.0% | 60.9%-10.9pp | 66.8%-16.8pp | 69.6%-19.6pp |
| Annual return | 15.76% | 24.59%-8.8pp | 78.05%-62.3pp | 31.72%-16.0pp |
| Employer contribution / active EE | $784 | $1,303-39.9% | $2,075-62.2% | $2,471-68.3% |
| Participant deferral / active EE | $3,446 | $2,212+55.8% | $3,126+10.3% | $3,740-7.9% |
| Admin fee / account holder | $359 | $3,454-89.6% | $5,230-93.1% | $5,306-93.2% |