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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 | $64,087 | $83,045-22.8% | $130,026-50.7% | $71,495-10.4% |
| Participation rate | 58.4% | 74.1%-15.7pp | 78.5%-20.1pp | 67.9%-9.5pp |
| Annual return | 16.36% | 20.61%-4.2pp | -137.26%+153.6pp | 28.85%-12.5pp |
| Employer contribution / active EE | $777 | $2,623-70.4% | $4,321-82.0% | $2,589-70.0% |
| Participant deferral / active EE | $3,109 | $4,436-29.9% | $5,821-46.6% | $4,291-27.5% |
| Admin fee / account holder | $748 | $1,727-56.7% | $10,608-93.0% | $1,588-52.9% |