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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 | $62,393 | $84,236-25.9% | $170,435-63.4% | $70,126-11.0% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 15.12% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $917 | $3,387-72.9% | $5,432-83.1% | $2,343-60.8% |
| Participant deferral / active EE | $1,505 | $3,086-51.2% | $4,939-69.5% | $3,332-54.8% |
| Admin fee / account holder | $2,254 | $5,698-60.4% | $13,881-83.8% | $4,645-51.5% |