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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 | $75,908 | $52,279+45.2% | $89,435-15.1% | $79,856-4.9% |
| Participation rate | 18.9% | 57.5%-38.6pp | 68.0%-49.1pp | 69.6%-50.7pp |
| Annual return | 29.00% | 22.16%+6.8pp | 245.55%-216.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $490 | $1,572-68.8% | $2,587-81.1% | $2,471-80.2% |
| Participant deferral / active EE | $1,302 | $2,740-52.5% | $3,890-66.5% | $3,741-65.2% |
| Admin fee / account holder | $1,867 | $3,356-44.4% | $4,884-61.8% | $5,306-64.8% |