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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 | $82,460 | $50,554+63.1% | $67,681+21.8% | $87,485-5.7% |
| Participation rate | 48.0% | 67.7%-19.7pp | 73.7%-25.7pp | 68.9%-20.9pp |
| Annual return | 18.58% | 17.81%+0.8pp | 590.58%-572.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $771 | $1,988-61.2% | $2,678-71.2% | $2,596-70.3% |
| Participant deferral / active EE | $2,925 | $2,961-1.2% | $3,976-26.4% | $4,274-31.6% |
| Admin fee / account holder | $1,740 | $4,132-57.9% | $6,100-71.5% | $7,775-77.6% |