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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 | $59,608 | $65,361-8.8% | $92,903-35.8% | $72,983-18.3% |
| Participation rate | 28.3% | 68.3%-40.1pp | 76.0%-47.7pp | 69.5%-41.2pp |
| Annual return | 23.36% | 42.11%-18.7pp | 109.43%-86.1pp | 81.01%-57.6pp |
| Employer contribution / active EE | $754 | $2,594-70.9% | $3,653-79.4% | $2,440-69.1% |
| Participant deferral / active EE | $1,675 | $3,128-46.5% | $4,238-60.5% | $3,608-53.6% |
| Admin fee / account holder | $561 | $4,251-86.8% | $5,795-90.3% | $5,124-89.1% |