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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 | $68,852-10.4% | $120,524-48.8% | $80,925-23.7% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.7%-11.7pp |
| Annual return | 24.16% | 23.67%+0.5pp | 107.36%-83.2pp | 35.65%-11.5pp |
| Employer contribution / active EE | $960 | $2,063-53.5% | $3,469-72.3% | $2,756-65.2% |
| Participant deferral / active EE | $3,093 | $3,187-2.9% | $4,994-38.1% | $4,299-28.0% |
| Admin fee / account holder | $585 | $5,781-89.9% | $9,440-93.8% | $6,940-91.6% |