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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 | $77,814-57.5% | $158,223-79.1% | $86,983-62.0% |
| Participation rate | 61.8% | 68.4%-6.7pp | 79.2%-17.4pp | 69.5%-7.8pp |
| Annual return | 14.88% | 30.54%-15.7pp | 52.09%-37.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $847 | $2,592-67.3% | $4,109-79.4% | $2,584-67.2% |
| Participant deferral / active EE | $2,564 | $3,270-21.6% | $5,467-53.1% | $4,194-38.9% |
| Admin fee / account holder | $750 | $5,879-87.2% | $16,047-95.3% | $7,856-90.5% |