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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 | $79,351 | $99,652-20.4% | $78,778+0.7% | $147,586-46.2% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.2%-11.3pp | 82.8%-24.9pp |
| Annual return | 13.48% | 47.28%-33.8pp | 35.62%-22.1pp | 578.59%-565.1pp |
| Employer contribution / active EE | $784 | $2,796-71.9% | $1,986-60.5% | $4,876-83.9% |
| Participant deferral / active EE | $3,065 | $3,664-16.3% | $2,958+3.6% | $5,439-43.6% |
| Admin fee / account holder | $7,008 | $7,155-2.1% | $5,134+36.5% | $10,886-35.6% |