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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 | $84,778 | $91,559-7.4% | $133,978-36.7% | $79,856+6.2% |
| Participation rate | 42.4% | 73.3%-30.9pp | 79.8%-37.4pp | 69.6%-27.2pp |
| Annual return | 12.83% | 61.85%-49.0pp | 45.10%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $897 | $2,384-62.4% | $3,919-77.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,418 | $3,734-35.3% | $5,047-52.1% | $3,741-35.4% |
| Admin fee / account holder | $683 | $6,321-89.2% | $8,930-92.4% | $5,306-87.1% |