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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 | $33,055 | $75,541-56.2% | $152,093-78.3% | $82,637-60.0% |
| Participation rate | 61.8% | 66.5%-4.8pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 14.88% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $847 | $2,622-67.7% | $4,175-79.7% | $2,552-66.8% |
| Participant deferral / active EE | $2,564 | $3,206-20.0% | $5,451-53.0% | $4,126-37.8% |
| Admin fee / account holder | $750 | $6,405-88.3% | $14,497-94.8% | $7,339-89.8% |