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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 | $67,773 | $91,198-25.7% | $178,503-62.0% | $79,856-15.1% |
| Participation rate | 38.6% | 69.2%-30.6pp | 81.9%-43.3pp | 69.6%-31.0pp |
| Annual return | 13.90% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $673 | $3,257-79.3% | $5,011-86.6% | $2,471-72.8% |
| Participant deferral / active EE | $3,151 | $3,237-2.6% | $5,202-39.4% | $3,741-15.8% |
| Admin fee / account holder | $2,314 | $6,748-65.7% | $13,987-83.5% | $5,306-56.4% |