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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 | $60,007 | $52,279+14.8% | $89,414-32.9% | $79,852-24.9% |
| Participation rate | 33.3% | 57.5%-24.2pp | 68.0%-34.7pp | 69.6%-36.3pp |
| Annual return | 15.61% | 22.16%-6.6pp | 245.50%-229.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $239 | $1,572-84.8% | $2,586-90.8% | $2,471-90.3% |
| Participant deferral / active EE | $938 | $2,740-65.8% | $3,890-75.9% | $3,740-74.9% |
| Admin fee / account holder | $969 | $3,356-71.1% | $4,883-80.2% | $5,306-81.7% |