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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 | $68,556 | $63,354+8.2% | $94,105-27.1% | $82,637-17.0% |
| Participation rate | 36.5% | 63.8%-27.3pp | 71.9%-35.4pp | 68.1%-31.5pp |
| Annual return | 16.33% | 34.36%-18.0pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $569 | $1,760-67.7% | $2,504-77.3% | $2,552-77.7% |
| Participant deferral / active EE | $1,537 | $2,873-46.5% | $3,881-60.4% | $4,126-62.8% |
| Admin fee / account holder | $575 | $5,073-88.7% | $6,199-90.7% | $7,339-92.2% |