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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 | $28,953 | $81,358-64.4% | $155,556-81.4% | $80,959-64.2% |
| Participation rate | 61.7% | 66.3%-4.5pp | 78.2%-16.5pp | 67.7%-5.9pp |
| Annual return | 15.26% | 33.39%-18.1pp | 64.84%-49.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $890 | $3,106-71.4% | $4,675-81.0% | $2,757-67.7% |
| Participant deferral / active EE | $2,910 | $3,455-15.8% | $5,631-48.3% | $4,300-32.3% |
| Admin fee / account holder | $2,140 | $7,994-73.2% | $15,885-86.5% | $6,925-69.1% |