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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 | $77,569-7.5% | $115,599-38.0% | $64,097+11.9% |
| Participation rate | 21.9% | 60.7%-38.8pp | 74.3%-52.4pp | 55.2%-33.3pp |
| Annual return | 13.30% | 18.52%-5.2pp | 111.10%-97.8pp | 34.64%-21.3pp |
| Employer contribution / active EE | $759 | $1,915-60.4% | $2,955-74.3% | $1,891-59.9% |
| Participant deferral / active EE | $1,870 | $3,327-43.8% | $4,889-61.8% | $3,080-39.3% |
| Admin fee / account holder | $13,063 | $4,470+192.3% | $12,841+1.7% | $3,454+278.2% |