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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 | $63,661 | $68,880-7.6% | $120,580-47.2% | $80,959-21.4% |
| Participation rate | 39.0% | 61.7%-22.7pp | 72.0%-33.0pp | 67.7%-28.7pp |
| Annual return | 14.99% | 23.68%-8.7pp | 107.48%-92.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $769 | $2,066-62.8% | $3,469-77.8% | $2,757-72.1% |
| Participant deferral / active EE | $2,795 | $3,191-12.4% | $4,995-44.0% | $4,300-35.0% |
| Admin fee / account holder | $343 | $5,785-94.1% | $9,418-96.4% | $6,925-95.1% |