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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 | $64,172 | $78,690-18.4% | $161,489-60.3% | $87,485-26.6% |
| Participation rate | 69.0% | 67.5%+1.6pp | 78.7%-9.6pp | 68.9%+0.1pp |
| Annual return | 12.97% | 32.74%-19.8pp | 89.72%-76.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $890 | $2,588-65.6% | $4,268-79.2% | $2,596-65.7% |
| Participant deferral / active EE | $3,529 | $3,311+6.6% | $5,630-37.3% | $4,274-17.4% |
| Admin fee / account holder | $3,619 | $6,724-46.2% | $16,006-77.4% | $7,775-53.4% |