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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 | $82,343 | $63,354+30.0% | $94,105-12.5% | $82,637-0.4% |
| Participation rate | 39.3% | 63.8%-24.5pp | 71.9%-32.7pp | 68.1%-28.8pp |
| Annual return | 15.39% | 34.36%-19.0pp | 204.55%-189.2pp | 53.51%-38.1pp |
| Employer contribution / active EE | $462 | $1,760-73.8% | $2,504-81.6% | $2,552-81.9% |
| Participant deferral / active EE | $3,705 | $2,873+28.9% | $3,881-4.5% | $4,126-10.2% |
| Admin fee / account holder | $344 | $5,073-93.2% | $6,199-94.4% | $7,339-95.3% |