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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 | $71,016 | $68,586+3.5% | $120,380-41.0% | $80,911-12.2% |
| Participation rate | 33.3% | 61.6%-28.2pp | 71.9%-38.6pp | 67.6%-34.3pp |
| Annual return | 16.57% | 23.62%-7.0pp | 107.28%-90.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $720 | $2,053-64.9% | $3,465-79.2% | $2,756-73.9% |
| Participant deferral / active EE | $2,182 | $3,174-31.3% | $4,992-56.3% | $4,297-49.2% |
| Admin fee / account holder | $534 | $5,733-90.7% | $9,421-94.3% | $6,935-92.3% |