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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 | $60,610 | $78,690-23.0% | $161,489-62.5% | $87,485-30.7% |
| Participation rate | 9.6% | 67.5%-57.8pp | 78.7%-69.1pp | 68.9%-59.3pp |
| Annual return | 18.88% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $381 | $2,588-85.3% | $4,268-91.1% | $2,596-85.3% |
| Participant deferral / active EE | $1,173 | $3,311-64.6% | $5,630-79.2% | $4,274-72.6% |
| Admin fee / account holder | $1,568 | $6,724-76.7% | $16,006-90.2% | $7,775-79.8% |