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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 | $78,938 | $55,930+41.1% | $76,089+3.7% | $80,925-2.5% |
| Participation rate | 43.5% | 62.1%-18.6pp | 69.1%-25.6pp | 67.7%-24.2pp |
| Annual return | 12.02% | 20.58%-8.6pp | 360.94%-348.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $698 | $1,866-62.6% | $2,690-74.1% | $2,756-74.7% |
| Participant deferral / active EE | $2,028 | $3,051-33.5% | $4,259-52.4% | $4,299-52.8% |
| Admin fee / account holder | $508 | $5,241-90.3% | $6,418-92.1% | $6,940-92.7% |