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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 | $58,253 | $78,672-26.0% | $109,163-46.6% | $85,856-32.2% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 15.71% | 25.09%-9.4pp | 25.75%-10.0pp | 318.58%-302.9pp |
| Employer contribution / active EE | $679 | $2,734-75.2% | $3,723-81.8% | $2,565-73.5% |
| Participant deferral / active EE | $2,337 | $3,467-32.6% | $4,654-49.8% | $3,952-40.9% |
| Admin fee / account holder | $2,728 | $5,470-50.1% | $6,754-59.6% | $6,261-56.4% |