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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 | $61,717 | $68,573-10.0% | $120,368-48.7% | $80,874-23.7% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.6%-11.6pp |
| Annual return | 24.16% | 23.61%+0.6pp | 107.26%-83.1pp | 35.62%-11.5pp |
| Employer contribution / active EE | $960 | $2,052-53.2% | $3,465-72.3% | $2,756-65.2% |
| Participant deferral / active EE | $3,093 | $3,174-2.5% | $4,991-38.0% | $4,297-28.0% |
| Admin fee / account holder | $585 | $5,734-89.8% | $9,429-93.8% | $6,935-91.6% |