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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 | $63,075 | $99,875-36.8% | $146,866-57.1% | $86,983-27.5% |
| Participation rate | 31.7% | 75.8%-44.1pp | 82.5%-50.8pp | 69.5%-37.8pp |
| Annual return | 16.18% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,449 | $3,224-55.1% | $4,425-67.2% | $2,584-43.9% |
| Participant deferral / active EE | $3,659 | $6,322-42.1% | $7,759-52.8% | $4,194-12.8% |
| Admin fee / account holder | $14,699 | $7,838+87.5% | $13,620+7.9% | $7,856+87.1% |