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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 | $69,346 | $46,877+47.9% | $122,354-43.3% | $70,126-1.1% |
| Participation rate | 26.9% | 58.2%-31.3pp | 71.6%-44.8pp | 69.5%-42.7pp |
| Annual return | 19.14% | 24.22%-5.1pp | 30.28%-11.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $673 | $1,288-47.8% | $4,051-83.4% | $2,343-71.3% |
| Participant deferral / active EE | $1,137 | $2,167-47.6% | $3,287-65.4% | $3,332-65.9% |
| Admin fee / account holder | $5,987 | $3,324+80.1% | $5,479+9.3% | $4,645+28.9% |