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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 | $64,733 | $81,331-20.4% | $155,534-58.4% | $80,935-20.0% |
| Participation rate | 59.7% | 66.3%-6.6pp | 78.2%-18.5pp | 67.7%-8.0pp |
| Annual return | 11.81% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $722 | $3,105-76.7% | $4,675-84.5% | $2,757-73.8% |
| Participant deferral / active EE | $5,131 | $3,454+48.6% | $5,630-8.9% | $4,299+19.3% |
| Admin fee / account holder | $1,825 | $7,999-77.2% | $15,900-88.5% | $6,924-73.6% |