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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 | $66,524 | $91,198-27.1% | $178,503-62.7% | $79,856-16.7% |
| Participation rate | 42.0% | 69.2%-27.2pp | 81.9%-39.9pp | 69.6%-27.6pp |
| Annual return | 19.01% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $948 | $3,257-70.9% | $5,011-81.1% | $2,471-61.7% |
| Participant deferral / active EE | $1,443 | $3,237-55.4% | $5,202-72.3% | $3,741-61.4% |
| Admin fee / account holder | $10,996 | $6,748+62.9% | $13,987-21.4% | $5,306+107.2% |