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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 | $58,288 | $99,994-41.7% | $146,643-60.3% | $85,847-32.1% |
| Participation rate | 67.4% | 73.1%-5.6pp | 80.1%-12.6pp | 69.3%-1.9pp |
| Annual return | 11.62% | 18.93%-7.3pp | 22.75%-11.1pp | 318.61%-307.0pp |
| Employer contribution / active EE | $687 | $2,559-73.2% | $4,137-83.4% | $2,565-73.2% |
| Participant deferral / active EE | $2,951 | $4,006-26.3% | $5,506-46.4% | $3,952-25.3% |
| Admin fee / account holder | $1,419 | $7,703-81.6% | $10,280-86.2% | $6,261-77.3% |