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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 | $35,067 | $88,672-60.5% | $105,223-66.7% | $82,448-57.5% |
| Participation rate | 63.7% | 67.9%-4.2pp | 75.0%-11.3pp | 68.1%-4.3pp |
| Annual return | 17.04% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $859 | $3,048-71.8% | $3,689-76.7% | $2,551-66.3% |
| Participant deferral / active EE | $2,629 | $4,036-34.9% | $5,072-48.2% | $4,139-36.5% |
| Admin fee / account holder | $2,368 | $7,146-66.9% | $8,859-73.3% | $7,234-67.3% |