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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 | $64,920+32.0% | $103,693-17.3% | $86,983-1.4% |
| Participation rate | 20.0% | 63.6%-43.6pp | 72.6%-52.6pp | 69.5%-49.5pp |
| Annual return | 17.59% | 30.29%-12.7pp | 47.61%-30.0pp | 25.83%-8.2pp |
| Employer contribution / active EE | $550 | $2,141-74.3% | $2,920-81.1% | $2,584-78.7% |
| Participant deferral / active EE | $981 | $3,241-69.7% | $4,579-78.6% | $4,194-76.6% |
| Admin fee / account holder | $512 | $6,191-91.7% | $7,858-93.5% | $7,856-93.5% |