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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 | $35,152 | $94,031-62.6% | $115,768-69.6% | $82,448-57.4% |
| Participation rate | 60.8% | 70.4%-9.6pp | 74.4%-13.6pp | 68.1%-7.3pp |
| Annual return | 14.94% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $679 | $2,323-70.8% | $2,940-76.9% | $2,551-73.4% |
| Participant deferral / active EE | $1,917 | $3,972-51.7% | $4,917-61.0% | $4,139-53.7% |
| Admin fee / account holder | $408 | $10,249-96.0% | $12,439-96.7% | $7,234-94.4% |