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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 | $63,972 | $85,030-24.8% | $70,525-9.3% | $139,427-54.1% |
| Participation rate | 14.3% | 73.9%-59.6pp | 68.4%-54.1pp | 80.3%-66.0pp |
| Annual return | 14.98% | 30.35%-15.4pp | 32.76%-17.8pp | 373.27%-358.3pp |
| Employer contribution / active EE | $989 | $3,909-74.7% | $2,974-66.7% | $4,752-79.2% |
| Participant deferral / active EE | $1,237 | $5,891-79.0% | $4,567-72.9% | $6,711-81.6% |
| Admin fee / account holder | $4,965 | $8,908-44.3% | $6,413-22.6% | $11,404-56.5% |