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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 | $86,008 | $58,848+46.2% | $88,179-2.5% | $82,637+4.1% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.1%-21.0pp | 68.1%-19.9pp |
| Annual return | 15.74% | 22.76%-7.0pp | 64.97%-49.2pp | 53.51%-37.8pp |
| Employer contribution / active EE | $619 | $1,678-63.1% | $2,549-75.7% | $2,552-75.8% |
| Participant deferral / active EE | $875 | $3,124-72.0% | $4,614-81.0% | $4,126-78.8% |
| Admin fee / account holder | $764 | $4,795-84.1% | $7,673-90.0% | $7,339-89.6% |