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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 | $61,081 | $71,230-14.2% | $93,727-34.8% | $80,959-24.6% |
| Participation rate | 15.2% | 60.4%-45.2pp | 68.7%-53.6pp | 67.7%-52.5pp |
| Annual return | 13.84% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $711 | $1,565-54.6% | $2,421-70.6% | $2,757-74.2% |
| Participant deferral / active EE | $1,277 | $4,037-68.4% | $4,417-71.1% | $4,300-70.3% |
| Admin fee / account holder | $4,697 | $6,961-32.5% | $8,292-43.4% | $6,925-32.2% |