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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 | $62,105 | $69,977-11.3% | $108,582-42.8% | $62,881-1.2% |
| Participation rate | 58.8% | 72.9%-14.1pp | 79.6%-20.7pp | 69.3%-10.5pp |
| Annual return | 8.70% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $867 | $2,135-59.4% | $3,758-76.9% | $2,281-62.0% |
| Participant deferral / active EE | $2,305 | $3,165-27.2% | $4,311-46.5% | $3,203-28.0% |
| Admin fee / account holder | $329 | $5,076-93.5% | $7,645-95.7% | $4,296-92.3% |