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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 | $58,404 | $61,605-5.2% | $112,273-48.0% | $75,173-22.3% |
| Participation rate | 42.0% | 61.7%-19.7pp | 72.4%-30.5pp | 67.2%-25.2pp |
| Annual return | 15.30% | 28.47%-13.2pp | 30.23%-14.9pp | 160.72%-145.4pp |
| Employer contribution / active EE | $712 | $2,015-64.7% | $3,431-79.3% | $2,671-73.3% |
| Participant deferral / active EE | $1,777 | $3,108-42.8% | $4,800-63.0% | $4,126-56.9% |
| Admin fee / account holder | $644 | $4,862-86.8% | $7,752-91.7% | $5,651-88.6% |