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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 | $73,152 | $78,690-7.0% | $161,489-54.7% | $87,485-16.4% |
| Participation rate | 30.8% | 67.5%-36.7pp | 78.7%-47.9pp | 68.9%-38.2pp |
| Annual return | 14.27% | 32.74%-18.5pp | 89.72%-75.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $921 | $2,588-64.4% | $4,268-78.4% | $2,596-64.5% |
| Participant deferral / active EE | $2,597 | $3,311-21.6% | $5,630-53.9% | $4,274-39.2% |
| Admin fee / account holder | $1,449 | $6,724-78.5% | $16,006-90.9% | $7,775-81.4% |