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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 | $51,780 | $78,690-34.2% | $161,489-67.9% | $87,485-40.8% |
| Participation rate | 65.5% | 67.5%-1.9pp | 78.7%-13.2pp | 68.9%-3.4pp |
| Annual return | 16.75% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $920 | $2,588-64.4% | $4,268-78.4% | $2,596-64.5% |
| Participant deferral / active EE | $2,934 | $3,311-11.4% | $5,630-47.9% | $4,274-31.3% |
| Admin fee / account holder | $4,952 | $6,724-26.3% | $16,006-69.1% | $7,775-36.3% |