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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 | $99,039 | $90,486+9.5% | $78,676+25.9% | $273,972-63.9% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 5.72% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $278 | $3,175-91.3% | $2,850-90.3% | $4,869-94.3% |
| Participant deferral / active EE | $797 | $3,901-79.6% | $3,517-77.3% | $5,287-84.9% |
| Admin fee / account holder | $2,336 | $5,263-55.6% | $4,510-48.2% | $10,133-76.9% |