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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 | $79,699 | $61,356+29.9% | $149,696-46.8% | $71,511+11.5% |
| Participation rate | 28.1% | 62.5%-34.4pp | 78.8%-50.7pp | 67.9%-39.8pp |
| Annual return | 18.91% | 35.86%-17.0pp | 134.46%-115.6pp | 28.86%-9.9pp |
| Employer contribution / active EE | $667 | $2,382-72.0% | $4,821-86.2% | $2,589-74.3% |
| Participant deferral / active EE | $1,256 | $2,920-57.0% | $5,682-77.9% | $4,291-70.7% |
| Admin fee / account holder | $5,514 | $1,263+336.6% | $13,212-58.3% | $1,588+247.2% |