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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 | $75,329 | $97,648-22.9% | $121,663-38.1% | $87,485-13.9% |
| Participation rate | 57.1% | 70.5%-13.3pp | 74.5%-17.3pp | 68.9%-11.8pp |
| Annual return | 17.02% | 18.03%-1.0pp | 147.54%-130.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $827 | $2,300-64.1% | $3,020-72.6% | $2,596-68.2% |
| Participant deferral / active EE | $2,387 | $3,923-39.2% | $4,887-51.2% | $4,274-44.2% |
| Admin fee / account holder | $991 | $11,100-91.1% | $14,289-93.1% | $7,775-87.3% |