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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 | $77,325 | $45,126+71.4% | $85,187-9.2% | $74,459+3.8% |
| Participation rate | 13.4% | 49.4%-36.0pp | 67.5%-54.1pp | 67.2%-53.8pp |
| Annual return | 15.23% | 26.30%-11.1pp | 66.67%-51.4pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $523 | $1,460-64.2% | $2,732-80.9% | $2,626-80.1% |
| Participant deferral / active EE | $885 | $2,738-67.7% | $4,525-80.4% | $4,350-79.7% |
| Admin fee / account holder | $709 | $2,212-67.9% | $6,162-88.5% | $1,945-63.5% |