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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 | $71,876 | $78,425-8.4% | $95,956-25.1% | $79,858-10.0% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-9.0pp |
| Annual return | 17.18% | 19.37%-2.2pp | 91.63%-74.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $769 | $1,945-60.4% | $2,541-69.7% | $2,471-68.9% |
| Participant deferral / active EE | $2,695 | $3,440-21.6% | $4,167-35.3% | $3,740-27.9% |
| Admin fee / account holder | $9,805 | $5,622+74.4% | $6,797+44.3% | $5,306+84.8% |