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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 | $82,117 | $68,852+19.3% | $120,524-31.9% | $80,925+1.5% |
| Participation rate | 28.7% | 61.6%-32.9pp | 71.9%-43.2pp | 67.7%-38.9pp |
| Annual return | 10.93% | 23.67%-12.7pp | 107.36%-96.4pp | 35.65%-24.7pp |
| Employer contribution / active EE | $853 | $2,063-58.7% | $3,469-75.4% | $2,756-69.1% |
| Participant deferral / active EE | $1,838 | $3,187-42.3% | $4,994-63.2% | $4,299-57.3% |
| Admin fee / account holder | $3,544 | $5,781-38.7% | $9,440-62.5% | $6,940-48.9% |