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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 | $78,197-12.4% | $98,090-30.2% | $82,637-17.1% |
| Participation rate | 62.1% | 77.5%-15.4pp | 81.5%-19.5pp | 68.1%-6.0pp |
| Annual return | 16.84% | 40.25%-23.4pp | 37.05%-20.2pp | 53.51%-36.7pp |
| Employer contribution / active EE | $166 | $2,605-93.6% | $3,606-95.4% | $2,552-93.5% |
| Participant deferral / active EE | $10,957 | $6,636+65.1% | $7,845+39.7% | $4,126+165.5% |
| Admin fee / account holder | $1,662 | $14,832-88.8% | $11,815-85.9% | $7,339-77.3% |