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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 | $77,509 | $77,638-0.2% | $156,551-50.5% | $62,881+23.3% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 10.52% | 50.33%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $852 | $3,444-75.2% | $5,501-84.5% | $2,281-62.6% |
| Participant deferral / active EE | $3,034 | $3,046-0.4% | $4,871-37.7% | $3,203-5.3% |
| Admin fee / account holder | $380 | $5,561-93.2% | $13,028-97.1% | $4,296-91.2% |