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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 | $64,200 | $76,407-16.0% | $150,298-57.3% | $82,448-22.1% |
| Participation rate | 38.9% | 66.4%-27.5pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 13.46% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $827 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $2,685 | $3,214-16.5% | $5,453-50.8% | $4,139-35.1% |
| Admin fee / account holder | $16,484 | $6,352+159.5% | $14,116+16.8% | $7,234+127.9% |