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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 | $70,636 | $48,364+46.1% | $71,796-1.6% | $62,881+12.3% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 9.01% | 13.16%-4.2pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $886 | $1,042-14.9% | $1,924-54.0% | $2,281-61.2% |
| Participant deferral / active EE | $1,610 | $2,091-23.0% | $2,794-42.4% | $3,203-49.7% |
| Admin fee / account holder | $510 | $3,771-86.5% | $4,815-89.4% | $4,296-88.1% |