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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 | $67,137 | $97,648-31.2% | $121,663-44.8% | $87,485-23.3% |
| Participation rate | 64.1% | 70.5%-6.3pp | 74.5%-10.4pp | 68.9%-4.8pp |
| Annual return | 16.23% | 18.03%-1.8pp | 147.54%-131.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $904 | $2,300-60.7% | $3,020-70.1% | $2,596-65.2% |
| Participant deferral / active EE | $2,593 | $3,923-33.9% | $4,887-47.0% | $4,274-39.3% |
| Admin fee / account holder | $2,462 | $11,100-77.8% | $14,289-82.8% | $7,775-68.3% |