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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 | $56,318 | $65,027-13.4% | $90,970-38.1% | $79,852-29.5% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 17.25% | 30.45%-13.2pp | 134.58%-117.3pp | 31.72%-14.5pp |
| Employer contribution / active EE | $613 | $1,247-50.8% | $2,122-71.1% | $2,471-75.2% |
| Participant deferral / active EE | $1,966 | $2,512-21.7% | $3,373-41.7% | $3,740-47.4% |
| Admin fee / account holder | $1,613 | $4,535-64.4% | $5,960-72.9% | $5,306-69.6% |