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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 | $74,426 | $46,877+58.8% | $122,354-39.2% | $70,124+6.1% |
| Participation rate | 25.9% | 58.2%-32.3pp | 71.6%-45.8pp | 69.5%-43.7pp |
| Annual return | 16.10% | 24.22%-8.1pp | 30.28%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $815 | $1,288-36.8% | $4,051-79.9% | $2,342-65.2% |
| Participant deferral / active EE | $985 | $2,167-54.6% | $3,287-70.0% | $3,332-70.4% |
| Admin fee / account holder | $11,331 | $3,324+240.9% | $5,479+106.8% | $4,645+143.9% |