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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 | $68,497 | $77,358-11.5% | $102,184-33.0% | $87,485-21.7% |
| Participation rate | 62.1% | 78.7%-16.6pp | 82.6%-20.5pp | 68.9%-6.9pp |
| Annual return | 16.84% | 41.11%-24.3pp | 31.58%-14.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $166 | $2,562-93.5% | $3,594-95.4% | $2,596-93.6% |
| Participant deferral / active EE | $10,957 | $6,753+62.3% | $8,309+31.9% | $4,274+156.4% |
| Admin fee / account holder | $1,662 | $6,809-75.6% | $11,609-85.7% | $7,775-78.6% |