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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 | $96,762 | $47,944+101.8% | $67,834+42.6% | $62,881+53.9% |
| Participation rate | 20.3% | 61.1%-40.8pp | 68.8%-48.5pp | 69.3%-49.0pp |
| Annual return | 7.33% | 11.77%-4.4pp | 138.47%-131.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $636 | $1,562-59.3% | $2,403-73.5% | $2,281-72.1% |
| Participant deferral / active EE | $1,375 | $2,247-38.8% | $3,160-56.5% | $3,203-57.1% |
| Admin fee / account holder | $3,209 | $3,712-13.5% | $4,622-30.6% | $4,296-25.3% |