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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 | $68,055 | $78,690-13.5% | $161,489-57.9% | $87,485-22.2% |
| Participation rate | 66.0% | 67.5%-1.5pp | 78.7%-12.7pp | 68.9%-3.0pp |
| Annual return | 21.61% | 32.74%-11.1pp | 89.72%-68.1pp | 26.06%-4.4pp |
| Employer contribution / active EE | $386 | $2,588-85.1% | $4,268-91.0% | $2,596-85.1% |
| Participant deferral / active EE | $3,594 | $3,311+8.6% | $5,630-36.2% | $4,274-15.9% |
| Admin fee / account holder | $752 | $6,724-88.8% | $16,006-95.3% | $7,775-90.3% |