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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 | $73,296 | $77,677-5.6% | $109,173-32.9% | $79,391-7.7% |
| Participation rate | 49.1% | 67.8%-18.7pp | 75.9%-26.8pp | 70.7%-21.6pp |
| Annual return | 17.83% | 23.44%-5.6pp | 25.75%-7.9pp | 116.88%-99.1pp |
| Employer contribution / active EE | $812 | $2,798-71.0% | $3,723-78.2% | $2,428-66.6% |
| Participant deferral / active EE | $6,822 | $3,517+94.0% | $4,654+46.6% | $4,046+68.6% |
| Admin fee / account holder | $23,651 | $732+3128.8% | $6,755+250.1% | $627+3675.0% |