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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 | $63,569 | $58,828+8.1% | $78,002-18.5% | $62,881+1.1% |
| Participation rate | 46.8% | 71.1%-24.3pp | 75.5%-28.7pp | 69.3%-22.5pp |
| Annual return | 8.48% | 17.16%-8.7pp | 425.99%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $758 | $1,672-54.7% | $2,470-69.3% | $2,281-66.8% |
| Participant deferral / active EE | $2,911 | $2,686+8.4% | $3,497-16.7% | $3,203-9.1% |
| Admin fee / account holder | $444 | $4,393-89.9% | $5,481-91.9% | $4,296-89.7% |