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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 | $69,877 | $62,592+11.6% | $85,709-18.5% | $85,847-18.6% |
| Participation rate | 46.2% | 61.1%-15.0pp | 69.9%-23.7pp | 69.3%-23.2pp |
| Annual return | 16.07% | 23.77%-7.7pp | 21.49%-5.4pp | 318.61%-302.5pp |
| Employer contribution / active EE | $874 | $1,755-50.2% | $2,619-66.6% | $2,565-65.9% |
| Participant deferral / active EE | $2,402 | $2,802-14.3% | $3,924-38.8% | $3,952-39.2% |
| Admin fee / account holder | $1,822 | $4,643-60.8% | $6,876-73.5% | $6,261-70.9% |