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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 | $82,483 | $48,364+70.5% | $71,796+14.9% | $62,881+31.2% |
| Participation rate | 46.3% | 60.6%-14.3pp | 69.1%-22.8pp | 69.3%-23.0pp |
| Annual return | 8.61% | 13.16%-4.6pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $260 | $1,042-75.0% | $1,924-86.5% | $2,281-88.6% |
| Participant deferral / active EE | $2,091 | $2,0910% | $2,794-25.2% | $3,203-34.7% |
| Admin fee / account holder | $22,898 | $3,771+507.2% | $4,815+375.6% | $4,296+433.0% |