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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 | $64,212 | $167,483-61.7% | $115,752-44.5% | $147,586-56.5% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 82.8%-25.7pp |
| Annual return | 17.10% | 12.11%+5.0pp | 19.41%-2.3pp | 578.59%-561.5pp |
| Employer contribution / active EE | $885 | $4,960-82.2% | $3,492-74.6% | $4,876-81.8% |
| Participant deferral / active EE | $2,680 | $7,037-61.9% | $5,204-48.5% | $5,439-50.7% |
| Admin fee / account holder | $6,895 | $13,069-47.2% | $6,278+9.8% | $10,886-36.7% |