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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 | $70,475 | $65,041+8.4% | $90,965-22.5% | $79,858-11.7% |
| Participation rate | 56.9% | 61.6%-4.7pp | 69.0%-12.1pp | 69.6%-12.8pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.57%-120.9pp | 31.72%-18.0pp |
| Employer contribution / active EE | $317 | $1,247-74.6% | $2,122-85.1% | $2,471-87.2% |
| Participant deferral / active EE | $1,487 | $2,512-40.8% | $3,373-55.9% | $3,740-60.2% |
| Admin fee / account holder | $3,617 | $4,536-20.3% | $5,960-39.3% | $5,306-31.8% |