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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 | $74,065 | $71,230+4.0% | $93,727-21.0% | $80,959-8.5% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.7%-25.3pp |
| Annual return | 20.17% | 11.26%+8.9pp | 133.83%-113.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $536 | $1,565-65.7% | $2,421-77.9% | $2,757-80.5% |
| Participant deferral / active EE | $1,474 | $4,037-63.5% | $4,417-66.6% | $4,300-65.7% |
| Admin fee / account holder | $4,700 | $6,961-32.5% | $8,292-43.3% | $6,925-32.1% |