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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 | $85,148 | $78,690+8.2% | $161,489-47.3% | $87,485-2.7% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 17.70% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $825 | $2,588-68.1% | $4,268-80.7% | $2,596-68.2% |
| Participant deferral / active EE | $4,930 | $3,311+48.9% | $5,630-12.4% | $4,274+15.4% |
| Admin fee / account holder | $1,753 | $6,724-73.9% | $16,006-89.0% | $7,775-77.5% |