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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 | $29,325 | $78,690-62.7% | $161,489-81.8% | $87,485-66.5% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 15.31% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $651 | $2,588-74.8% | $4,268-84.7% | $2,596-74.9% |
| Participant deferral / active EE | $2,106 | $3,311-36.4% | $5,630-62.6% | $4,274-50.7% |
| Admin fee / account holder | $3,419 | $6,724-49.2% | $16,006-78.6% | $7,775-56.0% |