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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 | $88,162 | $48,053+83.5% | $84,637+4.2% | $72,976+20.8% |
| Participation rate | 15.6% | 57.6%-42.0pp | 68.2%-52.7pp | 69.5%-53.9pp |
| Annual return | 22.21% | 37.39%-15.2pp | 258.82%-236.6pp | 81.02%-58.8pp |
| Employer contribution / active EE | $482 | $1,602-69.9% | $2,653-81.8% | $2,440-80.3% |
| Participant deferral / active EE | $1,054 | $2,681-60.7% | $3,900-73.0% | $3,608-70.8% |
| Admin fee / account holder | $756 | $3,395-77.7% | $4,914-84.6% | $5,124-85.3% |