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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 | $76,834-64.8% | $108,359-75.0% | $87,485-69.1% |
| Participation rate | 60.3% | 61.7%-1.4pp | 70.1%-9.8pp | 68.9%-8.6pp |
| Annual return | 15.61% | 19.09%-3.5pp | 36.89%-21.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $709 | $1,556-54.4% | $2,399-70.4% | $2,596-72.7% |
| Participant deferral / active EE | $1,720 | $3,100-44.5% | $4,137-58.4% | $4,274-59.7% |
| Admin fee / account holder | $3,583 | $6,537-45.2% | $9,741-63.2% | $7,775-53.9% |