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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 | $68,045 | $38,165+78.3% | $189,758-64.1% | $69,255-1.7% |
| Participation rate | 19.1% | 66.7%-47.6pp | 79.8%-60.7pp | 69.0%-50.0pp |
| Annual return | 10.24% | 14.65%-4.4pp | 52.62%-42.4pp | 26.73%-16.5pp |
| Employer contribution / active EE | $584 | $1,589-63.2% | $4,767-87.7% | $2,645-77.9% |
| Participant deferral / active EE | $1,224 | $2,073-41.0% | $5,856-79.1% | $2,890-57.7% |
| Admin fee / account holder | $2,988 | $714+318.2% | $20,388-85.3% | $733+307.7% |