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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 | $69,116 | $62,592+10.4% | $85,709-19.4% | $85,847-19.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.9%-19.9pp | 69.3%-19.3pp |
| Annual return | 17.34% | 23.77%-6.4pp | 21.49%-4.2pp | 318.61%-301.3pp |
| Employer contribution / active EE | $974 | $1,755-44.5% | $2,619-62.8% | $2,565-62.0% |
| Participant deferral / active EE | $3,094 | $2,802+10.4% | $3,924-21.2% | $3,952-21.7% |
| Admin fee / account holder | $1,491 | $4,643-67.9% | $6,876-78.3% | $6,261-76.2% |