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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 | $75,719 | $54,541+38.8% | $78,778-3.9% | $70,126+8.0% |
| Participation rate | 58.2% | 60.8%-2.6pp | 69.2%-11.0pp | 69.5%-11.3pp |
| Annual return | 13.20% | 21.07%-7.9pp | 35.62%-22.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $203 | $1,089-81.4% | $1,986-89.8% | $2,343-91.4% |
| Participant deferral / active EE | $3,283 | $2,210+48.6% | $2,958+11.0% | $3,332-1.5% |
| Admin fee / account holder | $13,826 | $3,709+272.8% | $5,134+169.3% | $4,645+197.6% |