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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 | $81,872 | $71,197+15.0% | $93,669-12.6% | $80,925+1.2% |
| Participation rate | 46.5% | 60.4%-13.9pp | 68.7%-22.2pp | 67.7%-21.2pp |
| Annual return | 20.77% | 11.27%+9.5pp | 133.59%-112.8pp | 35.65%-14.9pp |
| Employer contribution / active EE | $600 | $1,565-61.7% | $2,424-75.3% | $2,756-78.2% |
| Participant deferral / active EE | $3,673 | $4,036-9.0% | $4,416-16.8% | $4,299-14.5% |
| Admin fee / account holder | $4,541 | $6,959-34.7% | $8,291-45.2% | $6,940-34.6% |