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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 | $60,621 | $63,703-4.8% | $93,063-34.9% | $82,448-26.5% |
| Participation rate | 23.1% | 63.8%-40.8pp | 72.1%-49.0pp | 68.1%-45.0pp |
| Annual return | 14.59% | -775.43%+790.0pp | 34.15%-19.6pp | 41.64%-27.1pp |
| Employer contribution / active EE | $492 | $1,729-71.5% | $2,476-80.1% | $2,551-80.7% |
| Participant deferral / active EE | $1,395 | $2,919-52.2% | $3,958-64.7% | $4,139-66.3% |
| Admin fee / account holder | $6,653 | $5,982+11.2% | $6,033+10.3% | $7,234-8.0% |