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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 | $60,022 | $78,428-23.5% | $95,960-37.5% | $79,852-24.8% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.3pp |
| Annual return | 12.69% | 19.37%-6.7pp | 91.63%-78.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $721 | $1,945-62.9% | $2,541-71.6% | $2,471-70.8% |
| Participant deferral / active EE | $1,593 | $3,440-53.7% | $4,167-61.8% | $3,740-57.4% |
| Admin fee / account holder | $8,302 | $5,622+47.7% | $6,797+22.1% | $5,306+56.5% |