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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 | $65,886 | $62,672+5.1% | $185,117-64.4% | $70,126-6.0% |
| Participation rate | 11.1% | 63.8%-52.7pp | 77.3%-66.2pp | 69.5%-58.4pp |
| Annual return | 18.50% | 40.79%-22.3pp | 40.50%-22.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $644 | $1,753-63.3% | $4,182-84.6% | $2,343-72.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $626 | $3,932-84.1% | $8,159-92.3% | $4,645-86.5% |