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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 | $87,961 | $63,703+38.1% | $93,063-5.5% | $82,448+6.7% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.1%-18.1pp |
| Annual return | 18.04% | -775.43%+793.5pp | 34.15%-16.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $850 | $1,729-50.8% | $2,476-65.7% | $2,551-66.7% |
| Participant deferral / active EE | $2,871 | $2,919-1.6% | $3,958-27.5% | $4,139-30.6% |
| Admin fee / account holder | $470 | $5,982-92.1% | $6,033-92.2% | $7,234-93.5% |