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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 | $108,236 | $57,061+89.7% | $85,063+27.2% | $80,911+33.8% |
| Participation rate | 10.3% | 56.3%-46.0pp | 67.5%-57.2pp | 67.6%-57.3pp |
| Annual return | 13.83% | 21.66%-7.8pp | 66.54%-52.7pp | 35.63%-21.8pp |
| Employer contribution / active EE | $657 | $1,799-63.5% | $2,727-75.9% | $2,756-76.2% |
| Participant deferral / active EE | $1,088 | $3,110-65.0% | $4,523-75.9% | $4,297-74.7% |
| Admin fee / account holder | $19,967 | $4,986+300.4% | $6,155+224.4% | $6,935+187.9% |