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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 | $72,422 | $145,431-50.2% | $211,142-65.7% | $87,485-17.2% |
| Participation rate | 48.6% | 84.7%-36.2pp | 87.3%-38.7pp | 68.9%-20.4pp |
| Annual return | 18.38% | 27.21%-8.8pp | 46.84%-28.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $8,736 | $4,662+87.4% | $6,442+35.6% | $2,596+236.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $308 | $17,052-98.2% | $19,076-98.4% | $7,775-96.0% |