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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 | $68,177 | $63,354+7.6% | $94,105-27.6% | $82,637-17.5% |
| Participation rate | 32.3% | 63.8%-31.6pp | 71.9%-39.7pp | 68.1%-35.8pp |
| Annual return | 16.33% | 34.36%-18.0pp | 204.55%-188.2pp | 53.51%-37.2pp |
| Employer contribution / active EE | $912 | $1,760-48.2% | $2,504-63.6% | $2,552-64.3% |
| Participant deferral / active EE | $3,265 | $2,873+13.6% | $3,881-15.9% | $4,126-20.9% |
| Admin fee / account holder | $644 | $5,073-87.3% | $6,199-89.6% | $7,339-91.2% |