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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 | $78,315 | $43,730+79.1% | $121,220-35.4% | $64,173+22.0% |
| Participation rate | 54.3% | 58.3%-4.1pp | 71.8%-17.5pp | 69.6%-15.3pp |
| Annual return | 0.44% | 68.94%-68.5pp | 16.94%-16.5pp | 7.63%-7.2pp |
| Employer contribution / active EE | $829 | $1,297-36.1% | $4,023-79.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,550 | $2,281-32.0% | $3,345-53.7% | $3,470-55.3% |
| Admin fee / account holder | $385 | $3,502-89.0% | $5,021-92.3% | $4,887-92.1% |