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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 | $68,083 | $78,690-13.5% | $161,489-57.8% | $87,485-22.2% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 18.27% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.8pp |
| Employer contribution / active EE | $924 | $2,588-64.3% | $4,268-78.3% | $2,596-64.4% |
| Participant deferral / active EE | $3,631 | $3,311+9.7% | $5,630-35.5% | $4,274-15.0% |
| Admin fee / account holder | $2,091 | $6,724-68.9% | $16,006-86.9% | $7,775-73.1% |