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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 | $67,537 | $109,782-38.5% | $260,467-74.1% | $94,015-28.2% |
| Participation rate | 62.5% | 67.2%-4.7pp | 80.5%-18.0pp | 70.8%-8.3pp |
| Annual return | 14.61% | 18.60%-4.0pp | 100.60%-86.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $671 | $2,147-68.8% | $4,239-84.2% | $2,790-76.0% |
| Participant deferral / active EE | $2,944 | $4,044-27.2% | $6,319-53.4% | $4,249-30.7% |
| Admin fee / account holder | $18,035 | $11,958+50.8% | $15,461+16.6% | $8,951+101.5% |