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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 | $67,505 | $77,788-13.2% | $119,126-43.3% | $64,728+4.3% |
| Participation rate | 16.9% | 69.4%-52.5pp | 75.8%-58.8pp | 57.9%-41.0pp |
| Annual return | 18.32% | 13.19%+5.1pp | 282.11%-263.8pp | 49.38%-31.1pp |
| Employer contribution / active EE | $860 | $4,031-78.7% | $4,034-78.7% | $2,243-61.7% |
| Participant deferral / active EE | $1,158 | $2,599-55.4% | $5,318-78.2% | $2,729-57.6% |
| Admin fee / account holder | $4,148 | $1,365+203.9% | $10,693-61.2% | $1,145+262.3% |