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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 | $73,571 | $70,418+4.5% | $96,570-23.8% | $85,847-14.3% |
| Participation rate | 54.1% | 61.8%-7.7pp | 69.8%-15.7pp | 69.3%-15.2pp |
| Annual return | 14.41% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $953 | $1,413-32.6% | $2,357-59.6% | $2,565-62.8% |
| Participant deferral / active EE | $2,722 | $2,894-6.0% | $3,849-29.3% | $3,952-31.1% |
| Admin fee / account holder | $3,223 | $4,995-35.5% | $6,182-47.9% | $6,261-48.5% |