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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 | $88,792 | $44,746+98.4% | $88,179+0.7% | $64,097+38.5% |
| Participation rate | 12.8% | 39.8%-27.0pp | 69.1%-56.3pp | 55.2%-42.3pp |
| Annual return | 23.50% | 24.70%-1.2pp | 64.97%-41.5pp | 34.64%-11.1pp |
| Employer contribution / active EE | $414 | $1,078-61.6% | $2,549-83.8% | $1,891-78.1% |
| Participant deferral / active EE | $695 | $2,072-66.5% | $4,614-84.9% | $3,080-77.4% |
| Admin fee / account holder | $587 | $3,437-82.9% | $7,673-92.4% | $3,454-83.0% |