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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 | $61,921 | $77,908-20.5% | $149,696-58.6% | $75,173-17.6% |
| Participation rate | 27.8% | 65.6%-37.8pp | 78.8%-51.0pp | 67.2%-39.4pp |
| Annual return | 18.93% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $988 | $3,138-68.5% | $4,821-79.5% | $2,671-63.0% |
| Participant deferral / active EE | $2,108 | $3,411-38.2% | $5,682-62.9% | $4,126-48.9% |
| Admin fee / account holder | $3,257 | $5,950-45.3% | $13,212-75.4% | $5,651-42.4% |