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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 | $76,407-61.6% | $150,298-80.5% | $82,448-64.4% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 15.31% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $651 | $2,614-75.1% | $4,154-84.3% | $2,551-74.5% |
| Participant deferral / active EE | $2,106 | $3,214-34.5% | $5,453-61.4% | $4,139-49.1% |
| Admin fee / account holder | $3,419 | $6,352-46.2% | $14,116-75.8% | $7,234-52.7% |