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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 | $60,679 | $46,464+30.6% | $150,298-59.6% | $79,634-23.8% |
| Participation rate | 14.9% | 57.0%-42.1pp | 77.8%-62.9pp | 62.5%-47.6pp |
| Annual return | 12.27% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $368 | $1,512-75.6% | $4,154-91.1% | $2,529-85.4% |
| Participant deferral / active EE | $839 | $2,157-61.1% | $5,453-84.6% | $3,835-78.1% |
| Admin fee / account holder | $6,035 | $891+577.5% | $14,116-57.2% | $1,002+502.3% |