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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 | $68,880-10.4% | $120,580-48.8% | $80,959-23.8% |
| Participation rate | 56.0% | 61.7%-5.7pp | 72.0%-16.0pp | 67.7%-11.7pp |
| Annual return | 24.16% | 23.68%+0.5pp | 107.48%-83.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $960 | $2,066-53.5% | $3,469-72.3% | $2,757-65.2% |
| Participant deferral / active EE | $3,093 | $3,191-3.1% | $4,995-38.1% | $4,300-28.1% |
| Admin fee / account holder | $585 | $5,785-89.9% | $9,418-93.8% | $6,925-91.6% |