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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 | $59,467 | $62,592-5.0% | $85,693-30.6% | $85,856-30.7% |
| Participation rate | 63.3% | 61.1%+2.2pp | 69.9%-6.5pp | 69.3%-6.0pp |
| Annual return | 11.46% | 23.77%-12.3pp | 21.49%-10.0pp | 318.58%-307.1pp |
| Employer contribution / active EE | $536 | $1,755-69.5% | $2,618-79.5% | $2,565-79.1% |
| Participant deferral / active EE | $2,928 | $2,802+4.5% | $3,923-25.4% | $3,952-25.9% |
| Admin fee / account holder | $702 | $4,643-84.9% | $6,874-89.8% | $6,261-88.8% |