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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 | $29,704 | $54,757-45.8% | $90,304-67.1% | $72,975-59.3% |
| Participation rate | 62.9% | 65.2%-2.3pp | 73.3%-10.4pp | 69.5%-6.6pp |
| Annual return | 38.18% | 30.63%+7.5pp | 78.13%-40.0pp | 81.01%-42.8pp |
| Employer contribution / active EE | $720 | $2,093-65.6% | $2,855-74.8% | $2,440-70.5% |
| Participant deferral / active EE | $2,039 | $2,887-29.4% | $3,885-47.5% | $3,608-43.5% |
| Admin fee / account holder | $1,695 | $3,973-57.3% | $5,354-68.3% | $5,124-66.9% |