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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 | $83,174 | $60,442+37.6% | $96,754-14.0% | $87,485-4.9% |
| Participation rate | 47.9% | 58.7%-10.8pp | 70.3%-22.4pp | 68.9%-21.0pp |
| Annual return | 16.16% | 21.97%-5.8pp | 82.04%-65.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $853 | $1,691-49.5% | $2,679-68.2% | $2,596-67.1% |
| Participant deferral / active EE | $6,782 | $3,280+106.8% | $4,758+42.5% | $4,274+58.7% |
| Admin fee / account holder | $7,402 | $5,069+46.0% | $8,905-16.9% | $7,775-4.8% |