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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 | $89,882 | $109,782-18.1% | $260,467-65.5% | $94,015-4.4% |
| Participation rate | 62.2% | 67.2%-5.0pp | 80.5%-18.3pp | 70.8%-8.7pp |
| Annual return | 14.51% | 18.60%-4.1pp | 100.60%-86.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $550 | $2,147-74.4% | $4,239-87.0% | $2,790-80.3% |
| Participant deferral / active EE | $2,133 | $4,044-47.2% | $6,319-66.2% | $4,249-49.8% |
| Admin fee / account holder | $3,914 | $11,958-67.3% | $15,461-74.7% | $8,951-56.3% |