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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 | $25,551 | $76,407-66.6% | $150,298-83.0% | $82,448-69.0% |
| Participation rate | 66.2% | 66.4%-0.2pp | 77.8%-11.6pp | 68.1%-1.9pp |
| Annual return | 23.82% | 39.99%-16.2pp | 62.79%-39.0pp | 41.64%-17.8pp |
| Employer contribution / active EE | $609 | $2,614-76.7% | $4,154-85.3% | $2,551-76.1% |
| Participant deferral / active EE | $3,842 | $3,214+19.5% | $5,453-29.5% | $4,139-7.2% |
| Admin fee / account holder | $799 | $6,352-87.4% | $14,116-94.3% | $7,234-89.0% |