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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 | $67,451 | $68,878-2.1% | $120,574-44.1% | $80,935-16.7% |
| Participation rate | 30.2% | 61.7%-31.4pp | 71.9%-41.7pp | 67.7%-37.4pp |
| Annual return | 12.18% | 23.67%-11.5pp | 107.42%-95.2pp | 35.66%-23.5pp |
| Employer contribution / active EE | $990 | $2,065-52.0% | $3,471-71.5% | $2,757-64.1% |
| Participant deferral / active EE | $2,047 | $3,189-35.8% | $4,996-59.0% | $4,299-52.4% |
| Admin fee / account holder | $7,012 | $5,782+21.3% | $9,445-25.8% | $6,924+1.3% |