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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 | $75,411 | $108,882-30.7% | $96,754-22.1% | $154,746-51.3% |
| Participation rate | 16.7% | 75.1%-58.4pp | 70.3%-53.6pp | 80.7%-64.0pp |
| Annual return | 18.52% | 98.39%-79.9pp | 82.04%-63.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $421 | $3,018-86.0% | $2,679-84.3% | $4,379-90.4% |
| Participant deferral / active EE | $1,126 | $5,323-78.9% | $4,758-76.3% | $6,730-83.3% |
| Admin fee / account holder | $12,080 | $10,200+18.4% | $8,905+35.7% | $14,365-15.9% |