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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 | $85,288 | $112,729-24.3% | $98,716-13.6% | $137,256-37.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 28.36% | 38.48%-10.1pp | 31.81%-3.4pp | 220.34%-192.0pp |
| Employer contribution / active EE | $626 | $2,725-77.0% | $2,279-72.5% | $4,156-84.9% |
| Participant deferral / active EE | $1,736 | $4,640-62.6% | $4,048-57.1% | $6,407-72.9% |
| Admin fee / account holder | $618 | $10,129-93.9% | $8,703-92.9% | $12,270-95.0% |