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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 | $69,176 | $58,848+17.6% | $88,179-21.5% | $82,637-16.3% |
| Participation rate | 31.6% | 57.9%-26.3pp | 69.1%-37.6pp | 68.1%-36.5pp |
| Annual return | 17.39% | 22.76%-5.4pp | 64.97%-47.6pp | 53.51%-36.1pp |
| Employer contribution / active EE | $663 | $1,678-60.5% | $2,549-74.0% | $2,552-74.0% |
| Participant deferral / active EE | $1,578 | $3,124-49.5% | $4,614-65.8% | $4,126-61.8% |
| Admin fee / account holder | $638 | $4,795-86.7% | $7,673-91.7% | $7,339-91.3% |