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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 | $28,898 | $81,262-64.4% | $155,602-81.4% | $80,911-64.3% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 10.99% | 33.34%-22.4pp | 64.81%-53.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $488 | $3,102-84.3% | $4,675-89.6% | $2,756-82.3% |
| Participant deferral / active EE | $1,442 | $3,451-58.2% | $5,629-74.4% | $4,297-66.4% |
| Admin fee / account holder | $684 | $7,992-91.4% | $15,923-95.7% | $6,935-90.1% |