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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 | $73,072 | $44,984+62.4% | $85,009-14.0% | $74,546-2.0% |
| Participation rate | 29.0% | 49.4%-20.4pp | 67.5%-38.5pp | 67.2%-38.2pp |
| Annual return | 12.32% | 26.25%-13.9pp | 66.47%-54.1pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $257 | $1,458-82.4% | $2,728-90.6% | $2,624-90.2% |
| Participant deferral / active EE | $1,037 | $2,733-62.1% | $4,522-77.1% | $4,347-76.1% |
| Admin fee / account holder | $1,589 | $2,208-28.1% | $6,153-74.2% | $1,944-18.3% |