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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 | $77,225 | $78,705-1.9% | $117,860-34.5% | $70,124+10.1% |
| Participation rate | 68.0% | 73.2%-5.2pp | 79.7%-11.7pp | 69.5%-1.5pp |
| Annual return | 21.73% | 23.30%-1.6pp | 335.10%-313.4pp | 73.14%-51.4pp |
| Employer contribution / active EE | $672 | $2,223-69.8% | $3,786-82.2% | $2,342-71.3% |
| Participant deferral / active EE | $3,468 | $3,297+5.2% | $4,482-22.6% | $3,332+4.1% |
| Admin fee / account holder | $317 | $5,065-93.7% | $8,021-96.0% | $4,645-93.2% |