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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 | $58,315 | $65,034-10.3% | $90,970-35.9% | $79,856-27.0% |
| Participation rate | 60.3% | 61.6%-1.3pp | 69.0%-8.7pp | 69.6%-9.3pp |
| Annual return | 10.39% | 30.45%-20.1pp | 134.60%-124.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $548 | $1,247-56.1% | $2,122-74.2% | $2,471-77.8% |
| Participant deferral / active EE | $2,929 | $2,512+16.6% | $3,373-13.2% | $3,741-21.7% |
| Admin fee / account holder | $5,786 | $4,536+27.6% | $5,961-2.9% | $5,306+9.0% |