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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 | $72,621 | $65,027+11.7% | $90,970-20.2% | $79,852-9.1% |
| Participation rate | 58.1% | 61.6%-3.5pp | 69.0%-11.0pp | 69.6%-11.6pp |
| Annual return | 15.80% | 30.45%-14.7pp | 134.58%-118.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $403 | $1,247-67.7% | $2,122-81.0% | $2,471-83.7% |
| Participant deferral / active EE | $3,278 | $2,512+30.5% | $3,373-2.8% | $3,740-12.4% |
| Admin fee / account holder | $771 | $4,535-83.0% | $5,960-87.1% | $5,306-85.5% |