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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 | $73,377 | $70,418+4.2% | $96,570-24.0% | $85,847-14.5% |
| Participation rate | 33.3% | 61.8%-28.5pp | 69.8%-36.5pp | 69.3%-36.0pp |
| Annual return | 11.81% | 18.59%-6.8pp | 37.79%-26.0pp | 318.61%-306.8pp |
| Employer contribution / active EE | $659 | $1,413-53.4% | $2,357-72.0% | $2,565-74.3% |
| Participant deferral / active EE | $1,848 | $2,894-36.2% | $3,849-52.0% | $3,952-53.3% |
| Admin fee / account holder | $923 | $4,995-81.5% | $6,182-85.1% | $6,261-85.3% |