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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 | $67,123 | $47,944+40.0% | $67,834-1.0% | $62,881+6.7% |
| Participation rate | 55.1% | 61.1%-6.0pp | 68.8%-13.7pp | 69.3%-14.2pp |
| Annual return | 8.88% | 11.77%-2.9pp | 138.47%-129.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $869 | $1,562-44.4% | $2,403-63.8% | $2,281-61.9% |
| Participant deferral / active EE | $3,520 | $2,247+56.7% | $3,160+11.4% | $3,203+9.9% |
| Admin fee / account holder | $1,313 | $3,712-64.6% | $4,622-71.6% | $4,296-69.4% |