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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 | $67,047 | $81,358-17.6% | $155,556-56.9% | $80,959-17.2% |
| Participation rate | 26.1% | 66.3%-40.2pp | 78.2%-52.1pp | 67.7%-41.6pp |
| Annual return | 15.70% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $707 | $3,106-77.2% | $4,675-84.9% | $2,757-74.3% |
| Participant deferral / active EE | $2,782 | $3,455-19.5% | $5,631-50.6% | $4,300-35.3% |
| Admin fee / account holder | $710 | $7,994-91.1% | $15,885-95.5% | $6,925-89.7% |