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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 | $89,850 | $100,147-10.3% | $81,286+10.5% | $145,877-38.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 20.60% | 34.44%-13.8pp | 24.80%-4.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $683 | $2,977-77.1% | $2,463-72.3% | $4,663-85.4% |
| Participant deferral / active EE | $2,207 | $4,607-52.1% | $3,883-43.2% | $6,691-67.0% |
| Admin fee / account holder | $880 | $8,201-89.3% | $5,764-84.7% | $13,402-93.4% |