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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 | $36,407 | $77,814-53.2% | $158,223-77.0% | $86,983-58.1% |
| Participation rate | 67.9% | 68.4%-0.6pp | 79.2%-11.3pp | 69.5%-1.7pp |
| Annual return | 15.79% | 30.54%-14.8pp | 52.09%-36.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $914 | $2,592-64.7% | $4,109-77.8% | $2,584-64.6% |
| Participant deferral / active EE | $2,012 | $3,270-38.5% | $5,467-63.2% | $4,194-52.0% |
| Admin fee / account holder | $4,992 | $5,879-15.1% | $16,047-68.9% | $7,856-36.5% |