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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 | $63,742 | $71,197-10.5% | $93,669-31.9% | $80,925-21.2% |
| Participation rate | 56.8% | 60.4%-3.6pp | 68.7%-11.9pp | 67.7%-10.8pp |
| Annual return | 23.84% | 11.27%+12.6pp | 133.59%-109.7pp | 35.65%-11.8pp |
| Employer contribution / active EE | $877 | $1,565-43.9% | $2,424-63.8% | $2,756-68.2% |
| Participant deferral / active EE | $3,043 | $4,036-24.6% | $4,416-31.1% | $4,299-29.2% |
| Admin fee / account holder | $3,716 | $6,959-46.6% | $8,291-55.2% | $6,940-46.5% |