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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 | $73,442 | $46,877+56.7% | $122,354-40.0% | $70,126+4.7% |
| Participation rate | 28.4% | 58.2%-29.8pp | 71.6%-43.3pp | 69.5%-41.2pp |
| Annual return | 22.19% | 24.22%-2.0pp | 30.28%-8.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $650 | $1,288-49.6% | $4,051-84.0% | $2,343-72.3% |
| Participant deferral / active EE | $1,503 | $2,167-30.6% | $3,287-54.3% | $3,332-54.9% |
| Admin fee / account holder | $5,526 | $3,324+66.3% | $5,479+0.9% | $4,645+19.0% |