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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 | $82,463 | $77,814+6.0% | $158,223-47.9% | $86,983-5.2% |
| Participation rate | 37.0% | 68.4%-31.4pp | 79.2%-42.2pp | 69.5%-32.5pp |
| Annual return | 17.25% | 30.54%-13.3pp | 52.09%-34.8pp | 25.83%-8.6pp |
| Employer contribution / active EE | $933 | $2,592-64.0% | $4,109-77.3% | $2,584-63.9% |
| Participant deferral / active EE | $3,319 | $3,270+1.5% | $5,467-39.3% | $4,194-20.9% |
| Admin fee / account holder | $1,199 | $5,879-79.6% | $16,047-92.5% | $7,856-84.7% |