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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 | $63,275 | $76,407-17.2% | $150,298-57.9% | $82,448-23.3% |
| Participation rate | 35.3% | 66.4%-31.1pp | 77.8%-42.5pp | 68.1%-32.8pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $999 | $2,614-61.8% | $4,154-76.0% | $2,551-60.8% |
| Participant deferral / active EE | $1,274 | $3,214-60.4% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $828 | $6,352-87.0% | $14,116-94.1% | $7,234-88.6% |