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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 | $49,983 | $81,331-38.5% | $155,534-67.9% | $80,935-38.2% |
| Participation rate | 63.4% | 66.3%-2.8pp | 78.2%-14.8pp | 67.7%-4.2pp |
| Annual return | 12.85% | 33.37%-20.5pp | 64.92%-52.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $845 | $3,105-72.8% | $4,675-81.9% | $2,757-69.3% |
| Participant deferral / active EE | $1,866 | $3,454-46.0% | $5,630-66.9% | $4,299-56.6% |
| Admin fee / account holder | $3,240 | $7,999-59.5% | $15,900-79.6% | $6,924-53.2% |