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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 | $59,031 | $65,034-9.2% | $90,970-35.1% | $79,856-26.1% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.0%-8.3pp | 69.6%-8.9pp |
| Annual return | 27.22% | 30.45%-3.2pp | 134.60%-107.4pp | 31.71%-4.5pp |
| Employer contribution / active EE | $780 | $1,247-37.5% | $2,122-63.3% | $2,471-68.4% |
| Participant deferral / active EE | $1,681 | $2,512-33.1% | $3,373-50.2% | $3,741-55.1% |
| Admin fee / account holder | $5,291 | $4,536+16.6% | $5,961-11.2% | $5,306-0.3% |