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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 | $60,539 | $65,027-6.9% | $90,970-33.5% | $79,852-24.2% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 15.17% | 30.45%-15.3pp | 134.58%-119.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $762 | $1,247-38.9% | $2,122-64.1% | $2,471-69.2% |
| Participant deferral / active EE | $1,955 | $2,512-22.2% | $3,373-42.1% | $3,740-47.7% |
| Admin fee / account holder | $2,869 | $4,535-36.7% | $5,960-51.9% | $5,306-45.9% |