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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 | $69,363 | $101,795-31.9% | $165,100-58.0% | $80,959-14.3% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 11.27% | 16.73%-5.5pp | 70.21%-58.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $872 | $2,954-70.5% | $4,348-79.9% | $2,757-68.4% |
| Participant deferral / active EE | $3,375 | $4,476-24.6% | $6,035-44.1% | $4,300-21.5% |
| Admin fee / account holder | $3,478 | $8,221-57.7% | $12,696-72.6% | $6,925-49.8% |