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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 | $58,439 | $80,705-27.6% | $115,768-49.5% | $67,986-14.0% |
| Participation rate | 31.0% | 63.0%-32.0pp | 74.4%-43.4pp | 57.2%-26.2pp |
| Annual return | 15.88% | 18.49%-2.6pp | 100.46%-84.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $876 | $2,046-57.2% | $2,940-70.2% | $2,019-56.6% |
| Participant deferral / active EE | $1,723 | $3,559-51.6% | $4,917-64.9% | $3,358-48.7% |
| Admin fee / account holder | $7,075 | $4,135+71.1% | $12,439-43.1% | $3,203+120.9% |