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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 | $68,863 | $78,423-12.2% | $95,964-28.2% | $79,856-13.8% |
| Participation rate | 56.8% | 73.5%-16.7pp | 77.1%-20.3pp | 69.6%-12.9pp |
| Annual return | 13.01% | 19.37%-6.4pp | 91.64%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $538 | $1,945-72.3% | $2,541-78.8% | $2,471-78.2% |
| Participant deferral / active EE | $2,974 | $3,440-13.6% | $4,167-28.6% | $3,741-20.5% |
| Admin fee / account holder | $9,410 | $5,622+67.4% | $6,797+38.4% | $5,306+77.3% |