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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 | $94,031-24.5% | $115,768-38.7% | $82,448-13.9% |
| Participation rate | 69.9% | 70.4%-0.5pp | 74.4%-4.5pp | 68.1%+1.8pp |
| Annual return | 12.60% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $707 | $2,323-69.5% | $2,940-75.9% | $2,551-72.3% |
| Participant deferral / active EE | $2,764 | $3,972-30.4% | $4,917-43.8% | $4,139-33.2% |
| Admin fee / account holder | $6,807 | $10,249-33.6% | $12,439-45.3% | $7,234-5.9% |