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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 | $63,497 | $65,961-3.7% | $180,320-64.8% | $94,015-32.5% |
| Participation rate | 36.4% | 61.3%-24.9pp | 71.5%-35.2pp | 70.8%-34.5pp |
| Annual return | 12.05% | 14.27%-2.2pp | 778.54%-766.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $891 | $1,737-48.7% | $4,108-78.3% | $2,790-68.1% |
| Participant deferral / active EE | $1,641 | $3,003-45.4% | $4,304-61.9% | $4,249-61.4% |
| Admin fee / account holder | $1,406 | $4,901-71.3% | $10,000-85.9% | $8,951-84.3% |