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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 | $63,355 | $110,337-42.6% | $102,383-38.1% | $145,877-56.6% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 12.81% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $988 | $4,216-76.6% | $3,870-74.5% | $4,663-78.8% |
| Participant deferral / active EE | $2,302 | $5,621-59.1% | $5,060-54.5% | $6,691-65.6% |
| Admin fee / account holder | $482 | $9,750-95.1% | $8,391-94.3% | $13,402-96.4% |