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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 | $86,496 | $78,690+9.9% | $161,489-46.4% | $87,485-1.1% |
| Participation rate | 43.3% | 67.5%-24.1pp | 78.7%-35.4pp | 68.9%-25.6pp |
| Annual return | 13.63% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $937 | $2,588-63.8% | $4,268-78.1% | $2,596-63.9% |
| Participant deferral / active EE | $2,271 | $3,311-31.4% | $5,630-59.7% | $4,274-46.9% |
| Admin fee / account holder | $5,318 | $6,724-20.9% | $16,006-66.8% | $7,775-31.6% |