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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 | $64,483 | $94,031-31.4% | $115,768-44.3% | $82,448-21.8% |
| Participation rate | 38.1% | 70.4%-32.3pp | 74.4%-36.3pp | 68.1%-30.0pp |
| Annual return | 13.90% | 20.61%-6.7pp | 100.46%-86.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $672 | $2,323-71.1% | $2,940-77.1% | $2,551-73.7% |
| Participant deferral / active EE | $1,960 | $3,972-50.6% | $4,917-60.1% | $4,139-52.6% |
| Admin fee / account holder | $13,086 | $10,249+27.7% | $12,439+5.2% | $7,234+80.9% |