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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 | $88,780 | $52,279+69.8% | $89,435-0.7% | $79,856+11.2% |
| Participation rate | 41.5% | 57.5%-16.1pp | 68.0%-26.5pp | 69.6%-28.2pp |
| Annual return | 15.43% | 22.16%-6.7pp | 245.55%-230.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $784 | $1,572-50.1% | $2,587-69.7% | $2,471-68.3% |
| Participant deferral / active EE | $3,081 | $2,740+12.4% | $3,890-20.8% | $3,741-17.6% |
| Admin fee / account holder | $875 | $3,356-73.9% | $4,884-82.1% | $5,306-83.5% |