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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 | $29,486 | $87,106-66.1% | $105,607-72.1% | $80,935-63.6% |
| Participation rate | 65.2% | 70.4%-5.2pp | 75.3%-10.1pp | 67.7%-2.4pp |
| Annual return | 14.72% | 17.01%-2.3pp | 116.11%-101.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $718 | $2,396-70.0% | $3,167-77.3% | $2,757-73.9% |
| Participant deferral / active EE | $1,979 | $3,986-50.3% | $5,011-60.5% | $4,299-54.0% |
| Admin fee / account holder | $4,719 | $8,447-44.1% | $10,958-56.9% | $6,924-31.9% |