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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 | $38,623 | $76,407-49.5% | $150,298-74.3% | $82,448-53.2% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 14.04% | 39.99%-26.0pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $711 | $2,614-72.8% | $4,154-82.9% | $2,551-72.1% |
| Participant deferral / active EE | $1,056 | $3,214-67.1% | $5,453-80.6% | $4,139-74.5% |
| Admin fee / account holder | $3,325 | $6,352-47.7% | $14,116-76.4% | $7,234-54.0% |