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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 | $86,832 | $44,984+93.0% | $85,009+2.1% | $74,546+16.5% |
| Participation rate | 39.2% | 49.4%-10.2pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 16.33% | 26.25%-9.9pp | 66.47%-50.1pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $604 | $1,458-58.5% | $2,728-77.8% | $2,624-77.0% |
| Participant deferral / active EE | $2,876 | $2,733+5.2% | $4,522-36.4% | $4,347-33.8% |
| Admin fee / account holder | $3,590 | $2,208+62.6% | $6,153-41.6% | $1,944+84.7% |