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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 | $66,060 | $57,541+14.8% | $95,728-31.0% | $75,181-12.1% |
| Participation rate | 59.3% | 62.5%-3.2pp | 72.3%-12.9pp | 67.2%-7.9pp |
| Annual return | 21.31% | 34.93%-13.6pp | 28.40%-7.1pp | 160.69%-139.4pp |
| Employer contribution / active EE | $598 | $1,808-66.9% | $2,835-78.9% | $2,671-77.6% |
| Participant deferral / active EE | $1,966 | $3,074-36.0% | $4,245-53.7% | $4,126-52.4% |
| Admin fee / account holder | $3,833 | $4,099-6.5% | $5,673-32.4% | $5,650-32.2% |