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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 | $66,625 | $54,541+22.2% | $78,778-15.4% | $70,126-5.0% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 20.08% | 21.07%-1.0pp | 35.62%-15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $807 | $1,089-25.9% | $1,986-59.4% | $2,343-65.6% |
| Participant deferral / active EE | $1,948 | $2,210-11.9% | $2,958-34.2% | $3,332-41.5% |
| Admin fee / account holder | $19,863 | $3,709+435.6% | $5,134+286.9% | $4,645+327.6% |