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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 | $56,476 | $87,106-35.2% | $105,607-46.5% | $80,935-30.2% |
| Participation rate | 69.2% | 70.4%-1.2pp | 75.3%-6.0pp | 67.7%+1.6pp |
| Annual return | 10.98% | 17.01%-6.0pp | 116.11%-105.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $683 | $2,396-71.5% | $3,167-78.4% | $2,757-75.2% |
| Participant deferral / active EE | $2,048 | $3,986-48.6% | $5,011-59.1% | $4,299-52.4% |
| Admin fee / account holder | $7,325 | $8,447-13.3% | $10,958-33.2% | $6,924+5.8% |