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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 | $63,866 | $62,672+1.9% | $185,117-65.5% | $70,126-8.9% |
| Participation rate | 38.6% | 63.8%-25.2pp | 77.3%-38.7pp | 69.5%-31.0pp |
| Annual return | 17.21% | 40.79%-23.6pp | 40.50%-23.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $414 | $1,753-76.4% | $4,182-90.1% | $2,343-82.3% |
| Participant deferral / active EE | $1,603 | $3,272-51.0% | $5,045-68.2% | $3,332-51.9% |
| Admin fee / account holder | $4,126 | $3,932+4.9% | $8,159-49.4% | $4,645-11.2% |