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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 | $66,704 | $71,197-6.3% | $93,669-28.8% | $80,925-17.6% |
| Participation rate | 43.5% | 60.4%-16.8pp | 68.7%-25.2pp | 67.7%-24.1pp |
| Annual return | 17.44% | 11.27%+6.2pp | 133.59%-116.2pp | 35.65%-18.2pp |
| Employer contribution / active EE | $956 | $1,565-38.9% | $2,424-60.5% | $2,756-65.3% |
| Participant deferral / active EE | $2,570 | $4,036-36.3% | $4,416-41.8% | $4,299-40.2% |
| Admin fee / account holder | $12,476 | $6,959+79.3% | $8,291+50.5% | $6,940+79.8% |