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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 | $54,681 | $46,599+17.3% | $64,101-14.7% | $75,173-27.3% |
| Participation rate | 61.7% | 65.9%-4.3pp | 72.3%-10.6pp | 67.2%-5.5pp |
| Annual return | 17.64% | 26.06%-8.4pp | 33.72%-16.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $639 | $1,975-67.7% | $2,749-76.8% | $2,671-76.1% |
| Participant deferral / active EE | $1,044 | $2,837-63.2% | $3,881-73.1% | $4,126-74.7% |
| Admin fee / account holder | $2,457 | $2,956-16.9% | $3,070-20.0% | $5,651-56.5% |