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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 | $58,213 | $70,430-17.3% | $96,572-39.7% | $85,851-32.2% |
| Participation rate | 59.2% | 61.8%-2.6pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 14.20% | 18.58%-4.4pp | 37.79%-23.6pp | 318.63%-304.4pp |
| Employer contribution / active EE | $842 | $1,413-40.4% | $2,357-64.3% | $2,565-67.2% |
| Participant deferral / active EE | $3,830 | $2,894+32.3% | $3,850-0.5% | $3,952-3.1% |
| Admin fee / account holder | $6,092 | $4,996+21.9% | $6,183-1.5% | $6,261-2.7% |