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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 | $68,491 | $76,407-10.4% | $150,298-54.4% | $82,448-16.9% |
| Participation rate | 45.9% | 66.4%-20.5pp | 77.8%-31.8pp | 68.1%-22.1pp |
| Annual return | 14.46% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $909 | $2,614-65.2% | $4,154-78.1% | $2,551-64.4% |
| Participant deferral / active EE | $2,844 | $3,214-11.5% | $5,453-47.8% | $4,139-31.3% |
| Admin fee / account holder | $14,598 | $6,352+129.8% | $14,116+3.4% | $7,234+101.8% |