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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 | $63,180 | $76,407-17.3% | $150,298-58.0% | $82,448-23.4% |
| Participation rate | 56.7% | 66.4%-9.7pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 16.31% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $738 | $2,614-71.8% | $4,154-82.2% | $2,551-71.1% |
| Participant deferral / active EE | $2,994 | $3,214-6.9% | $5,453-45.1% | $4,139-27.7% |
| Admin fee / account holder | $2,833 | $6,352-55.4% | $14,116-79.9% | $7,234-60.8% |