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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 | $58,159 | $87,059-33.2% | $105,608-44.9% | $80,925-28.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.1pp | 67.7%+1.6pp |
| Annual return | 12.62% | 17.05%-4.4pp | 116.50%-103.9pp | 35.65%-23.0pp |
| Employer contribution / active EE | $748 | $2,396-68.8% | $3,167-76.4% | $2,756-72.8% |
| Participant deferral / active EE | $1,943 | $3,986-51.2% | $5,010-61.2% | $4,299-54.8% |
| Admin fee / account holder | $1,051 | $8,443-87.6% | $11,028-90.5% | $6,940-84.9% |