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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 | $83,240 | $106,864-22.1% | $147,318-43.5% | $82,637+0.7% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.1%-37.6pp | 68.1%-23.6pp |
| Annual return | 50.97% | 27.49%+23.5pp | 70.43%-19.5pp | 53.51%-2.5pp |
| Employer contribution / active EE | $1,501 | $3,417-56.1% | $4,593-67.3% | $2,552-41.2% |
| Participant deferral / active EE | $7,986 | $6,496+22.9% | $7,906+1.0% | $4,126+93.5% |
| Admin fee / account holder | $2,503 | $8,415-70.3% | $13,708-81.7% | $7,339-65.9% |