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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 | $68,732 | $76,383-10.0% | $121,663-43.5% | $64,340+6.8% |
| Participation rate | 53.4% | 60.4%-7.0pp | 74.5%-21.1pp | 55.2%-1.8pp |
| Annual return | 17.99% | 16.98%+1.0pp | 147.54%-129.6pp | 24.14%-6.2pp |
| Employer contribution / active EE | $835 | $1,943-57.0% | $3,020-72.4% | $1,862-55.2% |
| Participant deferral / active EE | $1,916 | $3,149-39.2% | $4,887-60.8% | $2,980-35.7% |
| Admin fee / account holder | $1,533 | $4,142-63.0% | $14,289-89.3% | $3,703-58.6% |