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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 | $91,862 | $70,418+30.5% | $96,570-4.9% | $85,847+7.0% |
| Participation rate | 42.9% | 61.8%-19.0pp | 69.8%-27.0pp | 69.3%-26.5pp |
| Annual return | 11.89% | 18.59%-6.7pp | 37.79%-25.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $521 | $1,413-63.1% | $2,357-77.9% | $2,565-79.7% |
| Participant deferral / active EE | $3,418 | $2,894+18.1% | $3,849-11.2% | $3,952-13.5% |
| Admin fee / account holder | $6,354 | $4,995+27.2% | $6,182+2.8% | $6,261+1.5% |