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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 | $67,008 | $54,541+22.9% | $78,778-14.9% | $70,126-4.4% |
| Participation rate | 40.3% | 60.8%-20.5pp | 69.2%-28.9pp | 69.5%-29.2pp |
| Annual return | 16.02% | 21.07%-5.1pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $271 | $1,089-75.1% | $1,986-86.4% | $2,343-88.4% |
| Participant deferral / active EE | $1,802 | $2,210-18.5% | $2,958-39.1% | $3,332-45.9% |
| Admin fee / account holder | $3,638 | $3,709-1.9% | $5,134-29.1% | $4,645-21.7% |