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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 | $89,103 | $91,179-2.3% | $178,499-50.1% | $79,852+11.6% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.0pp | 69.6%-43.7pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.6pp |
| Employer contribution / active EE | $707 | $3,256-78.3% | $5,011-85.9% | $2,471-71.4% |
| Participant deferral / active EE | $1,584 | $3,236-51.0% | $5,202-69.5% | $3,740-57.6% |
| Admin fee / account holder | $5,274 | $6,749-21.9% | $13,986-62.3% | $5,306-0.6% |