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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 | $71,726 | $80,705-11.1% | $115,768-38.0% | $67,986+5.5% |
| Participation rate | 21.9% | 63.0%-41.1pp | 74.4%-52.5pp | 57.2%-35.3pp |
| Annual return | 13.30% | 18.49%-5.2pp | 100.46%-87.2pp | 31.67%-18.4pp |
| Employer contribution / active EE | $759 | $2,046-62.9% | $2,940-74.2% | $2,019-62.4% |
| Participant deferral / active EE | $1,870 | $3,559-47.5% | $4,917-62.0% | $3,358-44.3% |
| Admin fee / account holder | $13,063 | $4,135+215.9% | $12,439+5.0% | $3,203+307.8% |