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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 | $66,827 | $70,418-5.1% | $96,570-30.8% | $85,847-22.2% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.2pp | 69.3%-12.7pp |
| Annual return | 12.72% | 18.59%-5.9pp | 37.79%-25.1pp | 318.61%-305.9pp |
| Employer contribution / active EE | $519 | $1,413-63.3% | $2,357-78.0% | $2,565-79.8% |
| Participant deferral / active EE | $4,133 | $2,894+42.8% | $3,849+7.4% | $3,952+4.6% |
| Admin fee / account holder | $362 | $4,995-92.7% | $6,182-94.1% | $6,261-94.2% |