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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 | $85,274 | $43,496+96.1% | $161,489-47.2% | $64,340+32.5% |
| Participation rate | 55.6% | 53.5%+2.0pp | 78.7%-23.1pp | 55.2%+0.3pp |
| Annual return | 15.46% | 20.76%-5.3pp | 89.72%-74.3pp | 24.14%-8.7pp |
| Employer contribution / active EE | $373 | $1,431-73.9% | $4,268-91.3% | $1,862-79.9% |
| Participant deferral / active EE | $3,674 | $1,996+84.1% | $5,630-34.7% | $2,980+23.3% |
| Admin fee / account holder | $6,860 | $2,330+194.4% | $16,006-57.1% | $3,703+85.3% |