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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 | $89,822 | $88,672+1.3% | $105,223-14.6% | $82,448+8.9% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.8pp | 68.1%-32.8pp |
| Annual return | 19.36% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $982 | $3,048-67.8% | $3,689-73.4% | $2,551-61.5% |
| Participant deferral / active EE | $1,806 | $4,036-55.2% | $5,072-64.4% | $4,139-56.4% |
| Admin fee / account holder | $903 | $7,146-87.4% | $8,859-89.8% | $7,234-87.5% |