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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 | $61,821 | $50,554+22.3% | $67,681-8.7% | $87,485-29.3% |
| Participation rate | 58.8% | 67.7%-8.9pp | 73.7%-14.9pp | 68.9%-10.1pp |
| Annual return | 13.04% | 17.81%-4.8pp | 590.58%-577.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $734 | $1,988-63.1% | $2,678-72.6% | $2,596-71.7% |
| Participant deferral / active EE | $3,055 | $2,961+3.2% | $3,976-23.2% | $4,274-28.5% |
| Admin fee / account holder | $5,634 | $4,132+36.3% | $6,100-7.6% | $7,775-27.5% |