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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 | $28,846 | $76,407-62.2% | $150,298-80.8% | $82,448-65.0% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 16.27% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $883 | $2,614-66.2% | $4,154-78.7% | $2,551-65.4% |
| Participant deferral / active EE | $2,414 | $3,214-24.9% | $5,453-55.7% | $4,139-41.7% |
| Admin fee / account holder | $1,032 | $6,352-83.8% | $14,116-92.7% | $7,234-85.7% |