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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 | $87,478 | $89,259-2.0% | $107,187-18.4% | $82,637+5.9% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 15.32% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $837 | $3,080-72.8% | $3,782-77.9% | $2,552-67.2% |
| Participant deferral / active EE | $2,097 | $4,037-48.1% | $5,096-58.8% | $4,126-49.2% |
| Admin fee / account holder | $873 | $7,381-88.2% | $9,162-90.5% | $7,339-88.1% |