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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 | $84,490 | $52,279+61.6% | $89,414-5.5% | $79,852+5.8% |
| Participation rate | 38.5% | 57.5%-19.1pp | 68.0%-29.5pp | 69.6%-31.2pp |
| Annual return | 17.45% | 22.16%-4.7pp | 245.50%-228.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $983 | $1,572-37.5% | $2,586-62.0% | $2,471-60.2% |
| Participant deferral / active EE | $2,592 | $2,740-5.4% | $3,890-33.4% | $3,740-30.7% |
| Admin fee / account holder | $541 | $3,356-83.9% | $4,883-88.9% | $5,306-89.8% |