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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 | $59,609 | $62,672-4.9% | $185,117-67.8% | $70,126-15.0% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 14.86% | 40.79%-25.9pp | 40.50%-25.6pp | 73.15%-58.3pp |
| Employer contribution / active EE | $915 | $1,753-47.8% | $4,182-78.1% | $2,343-60.9% |
| Participant deferral / active EE | $1,760 | $3,272-46.2% | $5,045-65.1% | $3,332-47.2% |
| Admin fee / account holder | $514 | $3,932-86.9% | $8,159-93.7% | $4,645-88.9% |