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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 | $28,233 | $81,331-65.3% | $155,534-81.8% | $80,935-65.1% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 12.66% | 33.37%-20.7pp | 64.92%-52.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $633 | $3,105-79.6% | $4,675-86.5% | $2,757-77.0% |
| Participant deferral / active EE | $4,573 | $3,454+32.4% | $5,630-18.8% | $4,299+6.4% |
| Admin fee / account holder | $1,525 | $7,999-80.9% | $15,900-90.4% | $6,924-78.0% |