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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 | $81,191 | $77,638+4.6% | $156,551-48.1% | $62,881+29.1% |
| Participation rate | 63.3% | 71.2%-7.9pp | 84.0%-20.7pp | 69.3%-6.0pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $848 | $3,444-75.4% | $5,501-84.6% | $2,281-62.8% |
| Participant deferral / active EE | $1,961 | $3,046-35.6% | $4,871-59.7% | $3,203-38.8% |
| Admin fee / account holder | $718 | $5,561-87.1% | $13,028-94.5% | $4,296-83.3% |