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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 | $76,563 | $71,230+7.5% | $93,727-18.3% | $80,959-5.4% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.7%-2.0pp |
| Annual return | 11.19% | 11.26%-0.1pp | 133.83%-122.6pp | 35.67%-24.5pp |
| Employer contribution / active EE | $534 | $1,565-65.9% | $2,421-77.9% | $2,757-80.6% |
| Participant deferral / active EE | $6,224 | $4,037+54.2% | $4,417+40.9% | $4,300+44.7% |
| Admin fee / account holder | $1,457 | $6,961-79.1% | $8,292-82.4% | $6,925-79.0% |