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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 | $73,858 | $58,828+25.5% | $78,002-5.3% | $62,881+17.5% |
| Participation rate | 47.9% | 71.1%-23.2pp | 75.5%-27.6pp | 69.3%-21.4pp |
| Annual return | 6.46% | 17.16%-10.7pp | 425.99%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $386 | $1,672-76.9% | $2,470-84.4% | $2,281-83.1% |
| Participant deferral / active EE | $1,701 | $2,686-36.7% | $3,497-51.4% | $3,203-46.9% |
| Admin fee / account holder | $2,438 | $4,393-44.5% | $5,481-55.5% | $4,296-43.2% |