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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 | $70,952 | $97,648-27.3% | $121,663-41.7% | $87,485-18.9% |
| Participation rate | 69.9% | 70.5%-0.6pp | 74.5%-4.6pp | 68.9%+0.9pp |
| Annual return | 12.60% | 18.03%-5.4pp | 147.54%-134.9pp | 26.06%-13.5pp |
| Employer contribution / active EE | $707 | $2,300-69.2% | $3,020-76.6% | $2,596-72.7% |
| Participant deferral / active EE | $2,764 | $3,923-29.5% | $4,887-43.4% | $4,274-35.3% |
| Admin fee / account holder | $6,807 | $11,100-38.7% | $14,289-52.4% | $7,775-12.4% |