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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 | $79,974 | $78,707+1.6% | $117,861-32.1% | $70,126+14.0% |
| Participation rate | 50.6% | 73.2%-22.5pp | 79.7%-29.0pp | 69.5%-18.9pp |
| Annual return | 14.47% | 23.30%-8.8pp | 335.11%-320.6pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,030 | $2,223-53.7% | $3,786-72.8% | $2,343-56.0% |
| Participant deferral / active EE | $1,801 | $3,297-45.4% | $4,482-59.8% | $3,332-46.0% |
| Admin fee / account holder | $730 | $5,066-85.6% | $8,021-90.9% | $4,645-84.3% |