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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 | $62,716 | $94,439-33.6% | $73,658-14.9% | $154,746-59.5% |
| Participation rate | 14.3% | 64.7%-50.4pp | 57.0%-42.8pp | 80.7%-66.4pp |
| Annual return | 12.22% | 28.25%-16.0pp | 29.72%-17.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $143 | $1,257-88.7% | $1,032-86.2% | $4,379-96.7% |
| Participant deferral / active EE | $3,405 | $2,527+34.7% | $2,062+65.1% | $6,730-49.4% |
| Admin fee / account holder | $20,167 | $3,843+424.8% | $3,357+500.8% | $14,365+40.4% |