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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 | $71,869 | $65,034+10.5% | $90,970-21.0% | $79,856-10.0% |
| Participation rate | 47.2% | 61.6%-14.4pp | 69.0%-21.8pp | 69.6%-22.4pp |
| Annual return | 18.86% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $808 | $1,247-35.2% | $2,122-61.9% | $2,471-67.3% |
| Participant deferral / active EE | $2,571 | $2,512+2.3% | $3,373-23.8% | $3,741-31.3% |
| Admin fee / account holder | $1,417 | $4,536-68.8% | $5,961-76.2% | $5,306-73.3% |