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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 | $60,895 | $70,435-13.5% | $96,575-36.9% | $85,856-29.1% |
| Participation rate | 56.8% | 61.8%-5.0pp | 69.8%-13.0pp | 69.3%-12.5pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.79%-26.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $750 | $1,413-46.9% | $2,357-68.2% | $2,565-70.8% |
| Participant deferral / active EE | $3,090 | $2,894+6.8% | $3,849-19.7% | $3,952-21.8% |
| Admin fee / account holder | $18,862 | $4,997+277.5% | $6,182+205.1% | $6,261+201.3% |