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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 | $69,217 | $78,707-12.1% | $117,861-41.3% | $70,126-1.3% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 14.34% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $718 | $2,223-67.7% | $3,786-81.0% | $2,343-69.3% |
| Participant deferral / active EE | $3,379 | $3,297+2.5% | $4,482-24.6% | $3,332+1.4% |
| Admin fee / account holder | $1,661 | $5,066-67.2% | $8,021-79.3% | $4,645-64.2% |