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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 | $77,513 | $95,601-18.9% | $77,183+0.4% | $139,456-44.4% |
| Participation rate | 47.6% | 74.0%-26.3pp | 69.6%-22.0pp | 80.3%-32.7pp |
| Annual return | 22.86% | 54.96%-32.1pp | 37.89%-15.0pp | 373.45%-350.6pp |
| Employer contribution / active EE | $663 | $3,145-78.9% | $2,534-73.8% | $4,753-86.0% |
| Participant deferral / active EE | $6,271 | $4,623+35.7% | $3,833+63.6% | $6,711-6.6% |
| Admin fee / account holder | $431 | $8,302-94.8% | $5,475-92.1% | $11,407-96.2% |