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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 | $92,418 | $63,703+45.1% | $93,063-0.7% | $82,448+12.1% |
| Participation rate | 19.6% | 63.8%-44.2pp | 72.1%-52.5pp | 68.1%-48.5pp |
| Annual return | 19.67% | -775.43%+795.1pp | 34.15%-14.5pp | 41.64%-22.0pp |
| Employer contribution / active EE | $637 | $1,729-63.1% | $2,476-74.3% | $2,551-75.0% |
| Participant deferral / active EE | $1,319 | $2,919-54.8% | $3,958-66.7% | $4,139-68.1% |
| Admin fee / account holder | $397 | $5,982-93.4% | $6,033-93.4% | $7,234-94.5% |