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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 | $53,589 | $87,037-38.4% | $106,201-49.5% | $80,874-33.7% |
| Participation rate | 69.8% | 70.4%-0.7pp | 75.3%-5.5pp | 67.6%+2.1pp |
| Annual return | 22.94% | 17.05%+5.9pp | 116.26%-93.3pp | 35.62%-12.7pp |
| Employer contribution / active EE | $885 | $2,396-63.0% | $3,170-72.1% | $2,756-67.9% |
| Participant deferral / active EE | $3,332 | $3,986-16.4% | $5,012-33.5% | $4,297-22.5% |
| Admin fee / account holder | $613 | $8,434-92.7% | $11,039-94.4% | $6,935-91.2% |