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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 | $74,703 | $71,230+4.9% | $93,727-20.3% | $80,959-7.7% |
| Participation rate | 57.4% | 60.4%-2.9pp | 68.7%-11.3pp | 67.7%-10.2pp |
| Annual return | 13.08% | 11.26%+1.8pp | 133.83%-120.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $771 | $1,565-50.7% | $2,421-68.2% | $2,757-72.0% |
| Participant deferral / active EE | $2,220 | $4,037-45.0% | $4,417-49.8% | $4,300-48.4% |
| Admin fee / account holder | $1,616 | $6,961-76.8% | $8,292-80.5% | $6,925-76.7% |