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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 | $84,353 | $87,106-3.2% | $105,607-20.1% | $80,935+4.2% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 14.06% | 17.01%-2.9pp | 116.11%-102.0pp | 35.66%-21.6pp |
| Employer contribution / active EE | $920 | $2,396-61.6% | $3,167-70.9% | $2,757-66.6% |
| Participant deferral / active EE | $2,937 | $3,986-26.3% | $5,011-41.4% | $4,299-31.7% |
| Admin fee / account holder | $5,744 | $8,447-32.0% | $10,958-47.6% | $6,924-17.0% |