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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 | $86,683 | $51,736+67.5% | $120,225-27.9% | $67,986+27.5% |
| Participation rate | 29.4% | 46.1%-16.7pp | 69.6%-40.2pp | 57.2%-27.8pp |
| Annual return | 18.05% | 31.98%-13.9pp | 439.23%-421.2pp | 31.67%-13.6pp |
| Employer contribution / active EE | $746 | $1,071-30.3% | $3,475-78.5% | $2,019-63.0% |
| Participant deferral / active EE | $1,673 | $2,206-24.2% | $3,999-58.2% | $3,358-50.2% |
| Admin fee / account holder | $826 | $4,159-80.1% | $5,696-85.5% | $3,203-74.2% |