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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 | $63,894 | $65,041-1.8% | $90,965-29.8% | $79,858-20.0% |
| Participation rate | 42.3% | 61.6%-19.3pp | 69.0%-26.7pp | 69.6%-27.4pp |
| Annual return | 13.44% | 30.45%-17.0pp | 134.57%-121.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $819 | $1,247-34.3% | $2,122-61.4% | $2,471-66.8% |
| Participant deferral / active EE | $2,719 | $2,512+8.3% | $3,373-19.4% | $3,740-27.3% |
| Admin fee / account holder | $3,793 | $4,536-16.4% | $5,960-36.4% | $5,306-28.5% |