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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 | $58,041 | $58,828-1.3% | $78,002-25.6% | $62,881-7.7% |
| Participation rate | 69.5% | 71.1%-1.6pp | 75.5%-6.0pp | 69.3%+0.2pp |
| Annual return | 9.68% | 17.16%-7.5pp | 425.99%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $615 | $1,672-63.2% | $2,470-75.1% | $2,281-73.1% |
| Participant deferral / active EE | $3,030 | $2,686+12.8% | $3,497-13.3% | $3,203-5.4% |
| Admin fee / account holder | $2,523 | $4,393-42.6% | $5,481-54.0% | $4,296-41.3% |