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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 | $67,361 | $48,364+39.3% | $71,796-6.2% | $62,881+7.1% |
| Participation rate | 22.9% | 60.6%-37.8pp | 69.1%-46.3pp | 69.3%-46.4pp |
| Annual return | 7.14% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $626 | $1,042-39.9% | $1,924-67.5% | $2,281-72.6% |
| Participant deferral / active EE | $1,111 | $2,091-46.9% | $2,794-60.2% | $3,203-65.3% |
| Admin fee / account holder | $1,478 | $3,771-60.8% | $4,815-69.3% | $4,296-65.6% |