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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 | $70,072 | $65,034+7.7% | $90,970-23.0% | $79,856-12.3% |
| Participation rate | 52.6% | 61.6%-9.0pp | 69.0%-16.4pp | 69.6%-17.0pp |
| Annual return | 15.57% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $401 | $1,247-67.9% | $2,122-81.1% | $2,471-83.8% |
| Participant deferral / active EE | $1,618 | $2,512-35.6% | $3,373-52.0% | $3,741-56.7% |
| Admin fee / account holder | $2,630 | $4,536-42.0% | $5,961-55.9% | $5,306-50.4% |