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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 | $65,076 | $56,060+16.1% | $76,002-14.4% | $80,874-19.5% |
| Participation rate | 19.4% | 62.0%-42.7pp | 69.1%-49.7pp | 67.6%-48.3pp |
| Annual return | 15.66% | 20.54%-4.9pp | 360.07%-344.4pp | 35.62%-20.0pp |
| Employer contribution / active EE | $666 | $1,873-64.5% | $2,688-75.2% | $2,756-75.8% |
| Participant deferral / active EE | $2,606 | $3,051-14.6% | $4,257-38.8% | $4,297-39.4% |
| Admin fee / account holder | $7,347 | $5,237+40.3% | $6,414+14.5% | $6,935+5.9% |