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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 | $84,644 | $86,298-1.9% | $111,308-24.0% | $85,847-1.4% |
| Participation rate | 62.1% | 73.3%-11.3pp | 77.3%-15.3pp | 69.3%-7.3pp |
| Annual return | 11.53% | 19.99%-8.5pp | 54.67%-43.1pp | 318.61%-307.1pp |
| Employer contribution / active EE | $584 | $2,044-71.4% | $2,732-78.6% | $2,565-77.2% |
| Participant deferral / active EE | $3,381 | $3,641-7.1% | $4,487-24.6% | $3,952-14.4% |
| Admin fee / account holder | $7,795 | $8,189-4.8% | $7,965-2.1% | $6,261+24.5% |