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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 | $81,331-32.0% | $155,534-64.5% | $80,935-31.7% |
| Participation rate | 63.0% | 66.3%-3.3pp | 78.2%-15.3pp | 67.7%-4.7pp |
| Annual return | 17.46% | 33.37%-15.9pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $631 | $3,105-79.7% | $4,675-86.5% | $2,757-77.1% |
| Participant deferral / active EE | $2,895 | $3,454-16.2% | $5,630-48.6% | $4,299-32.7% |
| Admin fee / account holder | $837 | $7,999-89.5% | $15,900-94.7% | $6,924-87.9% |