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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 | $53,307 | $81,358-34.5% | $155,556-65.7% | $80,959-34.2% |
| Participation rate | 65.9% | 66.3%-0.4pp | 78.2%-12.4pp | 67.7%-1.8pp |
| Annual return | 22.23% | 33.39%-11.2pp | 64.84%-42.6pp | 35.67%-13.4pp |
| Employer contribution / active EE | $727 | $3,106-76.6% | $4,675-84.5% | $2,757-73.6% |
| Participant deferral / active EE | $2,876 | $3,455-16.8% | $5,631-48.9% | $4,300-33.1% |
| Admin fee / account holder | $988 | $7,994-87.6% | $15,885-93.8% | $6,925-85.7% |