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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 | $68,723 | $54,573+25.9% | $90,970-24.5% | $73,497-6.5% |
| Participation rate | 60.7% | 61.2%-0.4pp | 69.0%-8.3pp | 70.7%-9.9pp |
| Annual return | 15.43% | 16.69%-1.3pp | 134.60%-119.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,332 | $991+34.3% | $2,122-37.2% | $2,270-41.3% |
| Participant deferral / active EE | $4,030 | $2,517+60.1% | $3,373+19.5% | $3,740+7.8% |
| Admin fee / account holder | $723 | $521+38.6% | $5,961-87.9% | $513+40.9% |