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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 | $68,586-7.2% | $120,380-47.1% | $80,911-21.3% |
| Participation rate | 39.0% | 61.6%-22.6pp | 71.9%-33.0pp | 67.6%-28.7pp |
| Annual return | 14.99% | 23.62%-8.6pp | 107.28%-92.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $769 | $2,053-62.5% | $3,465-77.8% | $2,756-72.1% |
| Participant deferral / active EE | $2,795 | $3,174-11.9% | $4,992-44.0% | $4,297-34.9% |
| Admin fee / account holder | $343 | $5,733-94.0% | $9,421-96.4% | $6,935-95.1% |