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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 | $73,744 | $77,908-5.3% | $149,696-50.7% | $75,173-1.9% |
| Participation rate | 44.7% | 65.6%-20.8pp | 78.8%-34.0pp | 67.2%-22.5pp |
| Annual return | 14.68% | 31.73%-17.0pp | 134.46%-119.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $893 | $3,138-71.5% | $4,821-81.5% | $2,671-66.6% |
| Participant deferral / active EE | $949 | $3,411-72.2% | $5,682-83.3% | $4,126-77.0% |
| Admin fee / account holder | $8,706 | $5,950+46.3% | $13,212-34.1% | $5,651+54.1% |