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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 | $57,954 | $65,027-10.9% | $90,970-36.3% | $79,852-27.4% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 16.36% | 30.45%-14.1pp | 134.58%-118.2pp | 31.72%-15.4pp |
| Employer contribution / active EE | $744 | $1,247-40.3% | $2,122-64.9% | $2,471-69.9% |
| Participant deferral / active EE | $4,405 | $2,512+75.3% | $3,373+30.6% | $3,740+17.8% |
| Admin fee / account holder | $1,148 | $4,535-74.7% | $5,960-80.7% | $5,306-78.4% |