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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 | $92,561 | $78,690+17.6% | $161,489-42.7% | $87,485+5.8% |
| Participation rate | 38.9% | 67.5%-28.6pp | 78.7%-39.8pp | 68.9%-30.0pp |
| Annual return | 16.77% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $673 | $2,588-74.0% | $4,268-84.2% | $2,596-74.1% |
| Participant deferral / active EE | $1,432 | $3,311-56.8% | $5,630-74.6% | $4,274-66.5% |
| Admin fee / account holder | $2,068 | $6,724-69.2% | $16,006-87.1% | $7,775-73.4% |