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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 | $97,648-34.0% | $121,663-47.0% | $87,485-26.3% |
| Participation rate | 38.1% | 70.5%-32.4pp | 74.5%-36.4pp | 68.9%-30.8pp |
| Annual return | 13.90% | 18.03%-4.1pp | 147.54%-133.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $672 | $2,300-70.8% | $3,020-77.7% | $2,596-74.1% |
| Participant deferral / active EE | $1,960 | $3,923-50.0% | $4,887-59.9% | $4,274-54.1% |
| Admin fee / account holder | $13,086 | $11,100+17.9% | $14,289-8.4% | $7,775+68.3% |