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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 | $66,839 | $77,814-14.1% | $158,223-57.8% | $86,983-23.2% |
| Participation rate | 61.3% | 68.4%-7.2pp | 79.2%-18.0pp | 69.5%-8.3pp |
| Annual return | 14.50% | 30.54%-16.0pp | 52.09%-37.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $836 | $2,592-67.7% | $4,109-79.6% | $2,584-67.6% |
| Participant deferral / active EE | $3,404 | $3,270+4.1% | $5,467-37.7% | $4,194-18.8% |
| Admin fee / account holder | $1,365 | $5,879-76.8% | $16,047-91.5% | $7,856-82.6% |