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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 | $65,958 | $88,137-25.2% | $164,975-60.0% | $74,429-11.4% |
| Participation rate | 42.9% | 73.1%-30.3pp | 78.6%-35.8pp | 67.2%-24.4pp |
| Annual return | 13.92% | 17.13%-3.2pp | 70.12%-56.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $934 | $2,597-64.0% | $4,343-78.5% | $2,625-64.4% |
| Participant deferral / active EE | $3,225 | $4,501-28.3% | $6,033-46.6% | $4,348-25.8% |
| Admin fee / account holder | $6,167 | $2,231+176.4% | $12,688-51.4% | $1,944+217.2% |