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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 | $62,916 | $65,027-3.2% | $90,970-30.8% | $79,852-21.2% |
| Participation rate | 59.7% | 61.6%-1.9pp | 69.0%-9.3pp | 69.6%-9.9pp |
| Annual return | 18.03% | 30.45%-12.4pp | 134.58%-116.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $980 | $1,247-21.5% | $2,122-53.8% | $2,471-60.4% |
| Participant deferral / active EE | $2,083 | $2,512-17.1% | $3,373-38.2% | $3,740-44.3% |
| Admin fee / account holder | $3,668 | $4,535-19.1% | $5,960-38.5% | $5,306-30.9% |