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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 | $83,770 | $49,976+67.6% | $66,674+25.6% | $82,637+1.4% |
| Participation rate | 43.9% | 63.1%-19.2pp | 73.7%-29.8pp | 68.1%-24.2pp |
| Annual return | 20.51% | 39.09%-18.6pp | 321.24%-300.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $564 | $1,988-71.6% | $2,620-78.5% | $2,552-77.9% |
| Participant deferral / active EE | $1,984 | $2,847-30.3% | $4,084-51.4% | $4,126-51.9% |
| Admin fee / account holder | $965 | $4,594-79.0% | $5,098-81.1% | $7,339-86.9% |