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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 | $64,663 | $71,215-9.2% | $93,696-31.0% | $80,935-20.1% |
| Participation rate | 63.9% | 60.4%+3.5pp | 68.7%-4.8pp | 67.7%-3.8pp |
| Annual return | 13.19% | 11.27%+1.9pp | 133.74%-120.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $563 | $1,565-64.0% | $2,422-76.8% | $2,757-79.6% |
| Participant deferral / active EE | $1,886 | $4,037-53.3% | $4,417-57.3% | $4,299-56.1% |
| Admin fee / account holder | $960 | $6,958-86.2% | $8,287-88.4% | $6,924-86.1% |