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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 | $98,889 | $75,807+30.4% | $116,096-14.8% | $86,983+13.7% |
| Participation rate | 57.7% | 66.9%-9.2pp | 73.3%-15.6pp | 69.5%-11.8pp |
| Annual return | 15.00% | 18.57%-3.6pp | 326.25%-311.2pp | 25.83%-10.8pp |
| Employer contribution / active EE | $332 | $1,892-82.4% | $2,503-86.7% | $2,584-87.1% |
| Participant deferral / active EE | $2,432 | $3,212-24.3% | $3,952-38.5% | $4,194-42.0% |
| Admin fee / account holder | $2,254 | $6,659-66.1% | $7,704-70.7% | $7,856-71.3% |