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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 | $64,683 | $96,731-33.1% | $123,973-47.8% | $86,983-25.6% |
| Participation rate | 27.5% | 70.0%-42.6pp | 76.7%-49.2pp | 69.5%-42.1pp |
| Annual return | 15.71% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $947 | $3,297-71.3% | $4,126-77.1% | $2,584-63.4% |
| Participant deferral / active EE | $2,649 | $4,152-36.2% | $5,247-49.5% | $4,194-36.8% |
| Admin fee / account holder | $14,548 | $8,722+66.8% | $11,799+23.3% | $7,856+85.2% |