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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 | $83,842 | $81,331+3.1% | $155,534-46.1% | $80,935+3.6% |
| Participation rate | 43.3% | 66.3%-22.9pp | 78.2%-34.9pp | 67.7%-24.3pp |
| Annual return | 20.37% | 33.37%-13.0pp | 64.92%-44.5pp | 35.66%-15.3pp |
| Employer contribution / active EE | $776 | $3,105-75.0% | $4,675-83.4% | $2,757-71.9% |
| Participant deferral / active EE | $2,759 | $3,454-20.1% | $5,630-51.0% | $4,299-35.8% |
| Admin fee / account holder | $4,197 | $7,999-47.5% | $15,900-73.6% | $6,924-39.4% |