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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 | $69,119 | $78,423-11.9% | $95,964-28.0% | $79,856-13.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 14.16% | 19.37%-5.2pp | 91.64%-77.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $981 | $1,945-49.5% | $2,541-61.4% | $2,471-60.3% |
| Participant deferral / active EE | $1,963 | $3,440-42.9% | $4,167-52.9% | $3,741-47.5% |
| Admin fee / account holder | $510 | $5,622-90.9% | $6,797-92.5% | $5,306-90.4% |