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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 | $79,310 | $70,418+12.6% | $96,570-17.9% | $85,847-7.6% |
| Participation rate | 41.3% | 61.8%-20.5pp | 69.8%-28.6pp | 69.3%-28.0pp |
| Annual return | 16.19% | 18.59%-2.4pp | 37.79%-21.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $870 | $1,413-38.4% | $2,357-63.1% | $2,565-66.1% |
| Participant deferral / active EE | $2,487 | $2,894-14.1% | $3,849-35.4% | $3,952-37.1% |
| Admin fee / account holder | $1,065 | $4,995-78.7% | $6,182-82.8% | $6,261-83.0% |