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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 | $96,731-9.6% | $123,973-29.4% | $86,983+0.6% |
| Participation rate | 33.3% | 70.0%-36.7pp | 76.7%-43.3pp | 69.5%-36.2pp |
| Annual return | 15.32% | 17.33%-2.0pp | 388.13%-372.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $837 | $3,297-74.6% | $4,126-79.7% | $2,584-67.6% |
| Participant deferral / active EE | $2,097 | $4,152-49.5% | $5,247-60.0% | $4,194-50.0% |
| Admin fee / account holder | $873 | $8,722-90.0% | $11,799-92.6% | $7,856-88.9% |