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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 | $66,567 | $88,360-24.7% | $145,433-54.2% | $67,986-2.1% |
| Participation rate | 38.1% | 65.5%-27.4pp | 82.1%-44.1pp | 57.2%-19.2pp |
| Annual return | 15.80% | 63.15%-47.4pp | 66.58%-50.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $578 | $3,054-81.1% | $4,554-87.3% | $2,019-71.4% |
| Participant deferral / active EE | $2,112 | $5,932-64.4% | $7,897-73.3% | $3,358-37.1% |
| Admin fee / account holder | $16,583 | $3,313+400.5% | $13,129+26.3% | $3,203+417.7% |