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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 | $53,181 | $78,428-32.2% | $95,960-44.6% | $79,852-33.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.8pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.63%-77.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $937 | $1,945-51.8% | $2,541-63.1% | $2,471-62.1% |
| Participant deferral / active EE | $3,273 | $3,440-4.9% | $4,167-21.5% | $3,740-12.5% |
| Admin fee / account holder | $3,801 | $5,622-32.4% | $6,797-44.1% | $5,306-28.4% |