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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 | $55,276 | $81,233-32.0% | $155,567-64.5% | $80,874-31.7% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 17.46% | 33.33%-15.9pp | 64.74%-47.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $631 | $3,101-79.7% | $4,674-86.5% | $2,756-77.1% |
| Participant deferral / active EE | $2,895 | $3,452-16.1% | $5,628-48.6% | $4,297-32.6% |
| Admin fee / account holder | $837 | $7,998-89.5% | $15,916-94.7% | $6,935-87.9% |