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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 | $63,182 | $75,807-16.7% | $116,096-45.6% | $86,983-27.4% |
| Participation rate | 57.8% | 66.9%-9.1pp | 73.3%-15.5pp | 69.5%-11.8pp |
| Annual return | 19.22% | 18.57%+0.6pp | 326.25%-307.0pp | 25.83%-6.6pp |
| Employer contribution / active EE | $782 | $1,892-58.7% | $2,503-68.8% | $2,584-69.8% |
| Participant deferral / active EE | $1,869 | $3,212-41.8% | $3,952-52.7% | $4,194-55.4% |
| Admin fee / account holder | $12,933 | $6,659+94.2% | $7,704+67.9% | $7,856+64.6% |