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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 | $72,698 | $78,670-7.6% | $109,173-33.4% | $85,847-15.3% |
| Participation rate | 52.0% | 68.3%-16.3pp | 75.9%-23.9pp | 69.3%-17.3pp |
| Annual return | 15.89% | 25.09%-9.2pp | 25.75%-9.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $803 | $2,734-70.6% | $3,723-78.4% | $2,565-68.7% |
| Participant deferral / active EE | $1,500 | $3,467-56.7% | $4,654-67.8% | $3,952-62.0% |
| Admin fee / account holder | $15,172 | $5,469+177.4% | $6,755+124.6% | $6,261+142.3% |