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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 | $85,133 | $53,127+60.2% | $86,597-1.7% | $70,131+21.4% |
| Participation rate | 64.1% | 65.3%-1.2pp | 73.5%-9.4pp | 69.5%-5.4pp |
| Annual return | 16.17% | 27.66%-11.5pp | 964.96%-948.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $230 | $2,068-88.9% | $2,840-91.9% | $2,342-90.2% |
| Participant deferral / active EE | $1,914 | $2,696-29.0% | $3,609-47.0% | $3,332-42.6% |
| Admin fee / account holder | $572 | $3,585-84.0% | $4,906-88.3% | $4,645-87.7% |