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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 | $87,802 | $100,147-12.3% | $81,286+8.0% | $145,877-39.8% |
| Participation rate | 13.3% | 74.2%-60.9pp | 69.5%-56.2pp | 80.3%-67.0pp |
| Annual return | 30.88% | 34.44%-3.6pp | 24.80%+6.1pp | 551.28%-520.4pp |
| Employer contribution / active EE | $589 | $2,977-80.2% | $2,463-76.1% | $4,663-87.4% |
| Participant deferral / active EE | $3,067 | $4,607-33.4% | $3,883-21.0% | $6,691-54.2% |
| Admin fee / account holder | $609 | $8,201-92.6% | $5,764-89.4% | $13,402-95.5% |