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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 | $69,176 | $60,442+14.5% | $96,754-28.5% | $87,485-20.9% |
| Participation rate | 31.6% | 58.7%-27.1pp | 70.3%-38.7pp | 68.9%-37.4pp |
| Annual return | 17.39% | 21.97%-4.6pp | 82.04%-64.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $663 | $1,691-60.8% | $2,679-75.3% | $2,596-74.5% |
| Participant deferral / active EE | $1,578 | $3,280-51.9% | $4,758-66.8% | $4,274-63.1% |
| Admin fee / account holder | $638 | $5,069-87.4% | $8,905-92.8% | $7,775-91.8% |