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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 | $81,262-65.3% | $155,602-81.9% | $80,911-65.1% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.7pp | 67.6%-6.1pp |
| Annual return | 12.66% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $633 | $3,102-79.6% | $4,675-86.5% | $2,756-77.0% |
| Participant deferral / active EE | $4,573 | $3,451+32.5% | $5,629-18.8% | $4,297+6.4% |
| Admin fee / account holder | $1,525 | $7,992-80.9% | $15,923-90.4% | $6,935-78.0% |