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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 | $27,073 | $73,787-63.3% | $98,716-72.6% | $82,448-67.2% |
| Participation rate | 60.3% | 61.4%-1.1pp | 69.3%-9.0pp | 68.1%-7.8pp |
| Annual return | 15.61% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $709 | $1,511-53.1% | $2,279-68.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,720 | $3,081-44.2% | $4,048-57.5% | $4,139-58.4% |
| Admin fee / account holder | $3,583 | $6,500-44.9% | $8,703-58.8% | $7,234-50.5% |