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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 | $56,245 | $76,642-26.6% | $146,866-61.7% | $65,306-13.9% |
| Participation rate | 19.2% | 61.2%-42.0pp | 82.5%-63.3pp | 57.7%-38.4pp |
| Annual return | 19.45% | 33.40%-13.9pp | 102.85%-83.4pp | 21.94%-2.5pp |
| Employer contribution / active EE | $446 | $2,621-83.0% | $4,425-89.9% | $1,967-77.3% |
| Participant deferral / active EE | $1,238 | $4,864-74.5% | $7,759-84.0% | $2,959-58.2% |
| Admin fee / account holder | $6,231 | $3,960+57.3% | $13,620-54.3% | $3,480+79.1% |