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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 | $66,273 | $71,215-6.9% | $93,696-29.3% | $80,935-18.1% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.7%-8.1pp |
| Annual return | 16.49% | 11.27%+5.2pp | 133.74%-117.3pp | 35.66%-19.2pp |
| Employer contribution / active EE | $475 | $1,565-69.7% | $2,422-80.4% | $2,757-82.8% |
| Participant deferral / active EE | $3,359 | $4,037-16.8% | $4,417-23.9% | $4,299-21.9% |
| Admin fee / account holder | $1,839 | $6,958-73.6% | $8,287-77.8% | $6,924-73.4% |