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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 | $78,598 | $83,843-6.3% | $123,973-36.6% | $65,306+20.4% |
| Participation rate | 26.4% | 56.0%-29.5pp | 76.7%-50.2pp | 57.7%-31.2pp |
| Annual return | 14.78% | 19.87%-5.1pp | 388.13%-373.3pp | 21.94%-7.2pp |
| Employer contribution / active EE | $515 | $2,873-82.1% | $4,126-87.5% | $1,967-73.8% |
| Participant deferral / active EE | $1,494 | $2,997-50.2% | $5,247-71.5% | $2,959-49.5% |
| Admin fee / account holder | $2,884 | $4,735-39.1% | $11,799-75.6% | $3,480-17.1% |