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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 | $55,734 | $46,732+19.3% | $156,551-64.4% | $55,167+1.0% |
| Participation rate | 39.8% | 65.8%-26.0pp | 84.0%-44.2pp | 69.0%-29.2pp |
| Annual return | 8.74% | 17.72%-9.0pp | 32.23%-23.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $648 | $2,105-69.2% | $5,501-88.2% | $1,963-67.0% |
| Participant deferral / active EE | $2,707 | $2,204+22.8% | $4,871-44.4% | $3,054-11.4% |
| Admin fee / account holder | $2,061 | $418+392.6% | $13,028-84.2% | $504+309.0% |