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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 | $61,636 | $70,430-12.5% | $96,572-36.2% | $85,851-28.2% |
| Participation rate | 61.1% | 61.8%-0.7pp | 69.8%-8.7pp | 69.3%-8.2pp |
| Annual return | 17.99% | 18.58%-0.6pp | 37.79%-19.8pp | 318.63%-300.6pp |
| Employer contribution / active EE | $561 | $1,413-60.3% | $2,357-76.2% | $2,565-78.1% |
| Participant deferral / active EE | $4,918 | $2,894+69.9% | $3,850+27.8% | $3,952+24.4% |
| Admin fee / account holder | $2,065 | $4,996-58.7% | $6,183-66.6% | $6,261-67.0% |