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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 | $83,964 | $47,105+78.2% | $68,368+22.8% | $67,986+23.5% |
| Participation rate | 38.2% | 51.8%-13.6pp | 73.8%-35.5pp | 57.2%-19.0pp |
| Annual return | 18.27% | 48.37%-30.1pp | 292.57%-274.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $565 | $1,859-69.6% | $2,649-78.7% | $2,019-72.0% |
| Participant deferral / active EE | $2,216 | $2,374-6.7% | $4,123-46.3% | $3,358-34.0% |
| Admin fee / account holder | $530 | $2,435-78.2% | $5,150-89.7% | $3,203-83.5% |