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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 | $60,669 | $84,236-28.0% | $170,435-64.4% | $70,126-13.5% |
| Participation rate | 20.0% | 70.8%-50.8pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.94%-191.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $693 | $3,387-79.5% | $5,432-87.2% | $2,343-70.4% |
| Participant deferral / active EE | $1,311 | $3,086-57.5% | $4,939-73.5% | $3,332-60.7% |
| Admin fee / account holder | $3,671 | $5,698-35.6% | $13,881-73.6% | $4,645-21.0% |