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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 | $94,436-62.8% | $115,599-69.6% | $82,637-57.5% |
| Participation rate | 60.8% | 70.4%-9.6pp | 74.3%-13.5pp | 68.1%-7.3pp |
| Annual return | 14.94% | 18.37%-3.4pp | 111.10%-96.2pp | 53.51%-38.6pp |
| Employer contribution / active EE | $679 | $2,324-70.8% | $2,955-77.0% | $2,552-73.4% |
| Participant deferral / active EE | $1,917 | $3,955-51.5% | $4,889-60.8% | $4,126-53.5% |
| Admin fee / account holder | $408 | $10,328-96.1% | $12,841-96.8% | $7,339-94.4% |