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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 | $67,892 | $81,331-16.5% | $155,534-56.3% | $80,935-16.1% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 13.04% | 33.37%-20.3pp | 64.92%-51.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $595 | $3,105-80.8% | $4,675-87.3% | $2,757-78.4% |
| Participant deferral / active EE | $2,767 | $3,454-19.9% | $5,630-50.9% | $4,299-35.7% |
| Admin fee / account holder | $2,245 | $7,999-71.9% | $15,900-85.9% | $6,924-67.6% |