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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 | $67,713 | $86,298-21.5% | $111,308-39.2% | $85,847-21.1% |
| Participation rate | 61.8% | 73.3%-11.5pp | 77.3%-15.5pp | 69.3%-7.5pp |
| Annual return | 14.49% | 19.99%-5.5pp | 54.67%-40.2pp | 318.61%-304.1pp |
| Employer contribution / active EE | $873 | $2,044-57.3% | $2,732-68.0% | $2,565-66.0% |
| Participant deferral / active EE | $2,368 | $3,641-35.0% | $4,487-47.2% | $3,952-40.1% |
| Admin fee / account holder | $828 | $8,189-89.9% | $7,965-89.6% | $6,261-86.8% |