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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 | $88,628 | $78,705+12.6% | $117,860-24.8% | $70,124+26.4% |
| Participation rate | 49.1% | 73.2%-24.1pp | 79.7%-30.6pp | 69.5%-20.4pp |
| Annual return | 16.31% | 23.30%-7.0pp | 335.10%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $542 | $2,223-75.6% | $3,786-85.7% | $2,342-76.9% |
| Participant deferral / active EE | $4,434 | $3,297+34.5% | $4,482-1.1% | $3,332+33.1% |
| Admin fee / account holder | $2,584 | $5,065-49.0% | $8,021-67.8% | $4,645-44.4% |