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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 | $67,465 | $63,354+6.5% | $94,105-28.3% | $82,637-18.4% |
| Participation rate | 55.0% | 63.8%-8.8pp | 71.9%-16.9pp | 68.1%-13.1pp |
| Annual return | 14.60% | 34.36%-19.8pp | 204.55%-190.0pp | 53.51%-38.9pp |
| Employer contribution / active EE | $465 | $1,760-73.6% | $2,504-81.4% | $2,552-81.8% |
| Participant deferral / active EE | $2,591 | $2,873-9.8% | $3,881-33.2% | $4,126-37.2% |
| Admin fee / account holder | $2,136 | $5,073-57.9% | $6,199-65.5% | $7,339-70.9% |