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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 | $72,629 | $93,346-22.2% | $71,796+1.2% | $273,968-73.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.76% | 130.39%-123.6pp | 78.04%-71.3pp | 41.45%-34.7pp |
| Employer contribution / active EE | $712 | $2,733-74.0% | $1,924-63.0% | $4,869-85.4% |
| Participant deferral / active EE | $2,397 | $3,475-31.0% | $2,794-14.2% | $5,287-54.7% |
| Admin fee / account holder | $474 | $6,571-92.8% | $4,815-90.2% | $10,132-95.3% |