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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 | $90,400 | $62,592+44.4% | $85,693+5.5% | $85,856+5.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.9%-19.9pp | 69.3%-19.3pp |
| Annual return | 13.64% | 23.77%-10.1pp | 21.49%-7.8pp | 318.58%-304.9pp |
| Employer contribution / active EE | $428 | $1,755-75.6% | $2,618-83.7% | $2,565-83.3% |
| Participant deferral / active EE | $2,684 | $2,802-4.2% | $3,923-31.6% | $3,952-32.1% |
| Admin fee / account holder | $2,967 | $4,643-36.1% | $6,874-56.8% | $6,261-52.6% |