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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 | $39,503 | $48,364-18.3% | $71,796-45.0% | $62,881-37.2% |
| Participation rate | 67.3% | 60.6%+6.7pp | 69.1%-1.8pp | 69.3%-2.0pp |
| Annual return | 6.78% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $200 | $1,042-80.8% | $1,924-89.6% | $2,281-91.2% |
| Participant deferral / active EE | $1,516 | $2,091-27.5% | $2,794-45.8% | $3,203-52.7% |
| Admin fee / account holder | $2,711 | $3,771-28.1% | $4,815-43.7% | $4,296-36.9% |