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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 | $85,723 | $61,125+40.2% | $94,057-8.9% | $87,485-2.0% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.3%-53.3pp | 68.9%-48.9pp |
| Annual return | 17.59% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $550 | $2,136-74.2% | $2,933-81.2% | $2,596-78.8% |
| Participant deferral / active EE | $981 | $3,260-69.9% | $4,709-79.2% | $4,274-77.0% |
| Admin fee / account holder | $512 | $5,629-90.9% | $7,244-92.9% | $7,775-93.4% |