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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 | $69,140 | $75,541-8.5% | $152,093-54.5% | $82,637-16.3% |
| Participation rate | 50.9% | 66.5%-15.7pp | 77.8%-26.9pp | 68.1%-17.2pp |
| Annual return | 15.48% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $474 | $2,622-81.9% | $4,175-88.7% | $2,552-81.4% |
| Participant deferral / active EE | $1,363 | $3,206-57.5% | $5,451-75.0% | $4,126-67.0% |
| Admin fee / account holder | $373 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |