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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 | $36,264 | $90,504-59.9% | $78,690-53.9% | $273,965-86.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 6.08% | 75.61%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $677 | $3,176-78.7% | $2,851-76.2% | $4,869-86.1% |
| Participant deferral / active EE | $1,804 | $3,901-53.8% | $3,517-48.7% | $5,287-65.9% |
| Admin fee / account holder | $4,779 | $5,263-9.2% | $4,511+5.9% | $10,132-52.8% |