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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 | $75,122 | $54,541+37.7% | $78,778-4.6% | $70,126+7.1% |
| Participation rate | 41.8% | 60.8%-19.0pp | 69.2%-27.4pp | 69.5%-27.8pp |
| Annual return | 14.45% | 21.07%-6.6pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $437 | $1,089-59.8% | $1,986-78.0% | $2,343-81.3% |
| Participant deferral / active EE | $1,971 | $2,210-10.8% | $2,958-33.4% | $3,332-40.8% |
| Admin fee / account holder | $2,026 | $3,709-45.4% | $5,134-60.5% | $4,645-56.4% |