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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 | $59,275 | $70,435-15.8% | $96,575-38.6% | $85,856-31.0% |
| Participation rate | 58.3% | 61.8%-3.5pp | 69.8%-11.5pp | 69.3%-11.0pp |
| Annual return | 11.54% | 18.59%-7.0pp | 37.79%-26.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $584 | $1,413-58.6% | $2,357-75.2% | $2,565-77.2% |
| Participant deferral / active EE | $1,488 | $2,894-48.6% | $3,849-61.4% | $3,952-62.4% |
| Admin fee / account holder | $4,649 | $4,997-7.0% | $6,182-24.8% | $6,261-25.7% |