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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 | $83,644 | $77,920+7.3% | $149,723-44.1% | $75,177+11.3% |
| Participation rate | 38.2% | 65.6%-27.3pp | 78.8%-40.5pp | 67.2%-29.0pp |
| Annual return | 14.86% | 31.72%-16.9pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $393 | $3,138-87.5% | $4,821-91.9% | $2,671-85.3% |
| Participant deferral / active EE | $4,079 | $3,411+19.6% | $5,682-28.2% | $4,126-1.2% |
| Admin fee / account holder | $5,134 | $5,951-13.7% | $13,215-61.2% | $5,651-9.2% |