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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 | $71,016 | $68,852+3.1% | $120,524-41.1% | $80,925-12.2% |
| Participation rate | 33.3% | 61.6%-28.3pp | 71.9%-38.6pp | 67.7%-34.3pp |
| Annual return | 16.57% | 23.67%-7.1pp | 107.36%-90.8pp | 35.65%-19.1pp |
| Employer contribution / active EE | $720 | $2,063-65.1% | $3,469-79.2% | $2,756-73.9% |
| Participant deferral / active EE | $2,182 | $3,187-31.5% | $4,994-56.3% | $4,299-49.3% |
| Admin fee / account holder | $534 | $5,781-90.8% | $9,440-94.3% | $6,940-92.3% |