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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 | $62,185 | $81,262-23.5% | $155,602-60.0% | $80,911-23.1% |
| Participation rate | 36.6% | 66.2%-29.7pp | 78.2%-41.6pp | 67.6%-31.1pp |
| Annual return | 13.79% | 33.34%-19.6pp | 64.81%-51.0pp | 35.63%-21.8pp |
| Employer contribution / active EE | $979 | $3,102-68.4% | $4,675-79.1% | $2,756-64.5% |
| Participant deferral / active EE | $2,185 | $3,451-36.7% | $5,629-61.2% | $4,297-49.1% |
| Admin fee / account holder | $393 | $7,992-95.1% | $15,923-97.5% | $6,935-94.3% |