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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 | $64,857 | $62,672+3.5% | $185,117-65.0% | $70,126-7.5% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 15.50% | 40.79%-25.3pp | 40.50%-25.0pp | 73.15%-57.7pp |
| Employer contribution / active EE | $434 | $1,753-75.3% | $4,182-89.6% | $2,343-81.5% |
| Participant deferral / active EE | $1,341 | $3,272-59.0% | $5,045-73.4% | $3,332-59.7% |
| Admin fee / account holder | $6,732 | $3,932+71.2% | $8,159-17.5% | $4,645+44.9% |