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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 | $82,392 | $62,672+31.5% | $185,117-55.5% | $70,126+17.5% |
| Participation rate | 56.8% | 63.8%-7.0pp | 77.3%-20.5pp | 69.5%-12.8pp |
| Annual return | 17.00% | 40.79%-23.8pp | 40.50%-23.5pp | 73.15%-56.1pp |
| Employer contribution / active EE | $346 | $1,753-80.3% | $4,182-91.7% | $2,343-85.2% |
| Participant deferral / active EE | $1,382 | $3,272-57.7% | $5,045-72.6% | $3,332-58.5% |
| Admin fee / account holder | $2,089 | $3,932-46.9% | $8,159-74.4% | $4,645-55.0% |