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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 | $65,714 | $81,276-19.1% | $155,574-57.8% | $80,925-18.8% |
| Participation rate | 58.8% | 66.2%-7.4pp | 78.2%-19.4pp | 67.7%-8.8pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $839 | $3,103-73.0% | $4,676-82.1% | $2,756-69.6% |
| Participant deferral / active EE | $7,012 | $3,453+103.1% | $5,629+24.6% | $4,299+63.1% |
| Admin fee / account holder | $3,060 | $7,993-61.7% | $15,914-80.8% | $6,940-55.9% |