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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 | $59,162 | $43,496+36.0% | $161,489-63.4% | $64,340-8.0% |
| Participation rate | 27.6% | 53.5%-25.9pp | 78.7%-51.0pp | 55.2%-27.6pp |
| Annual return | 16.64% | 20.76%-4.1pp | 89.72%-73.1pp | 24.14%-7.5pp |
| Employer contribution / active EE | $766 | $1,431-46.4% | $4,268-82.0% | $1,862-58.8% |
| Participant deferral / active EE | $1,617 | $1,996-19.0% | $5,630-71.3% | $2,980-45.7% |
| Admin fee / account holder | $6,077 | $2,330+160.8% | $16,006-62.0% | $3,703+64.1% |