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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 | $28,453 | $118,496-76.0% | $98,461-71.1% | $139,466-79.6% |
| Participation rate | 63.2% | 77.5%-14.3pp | 75.2%-12.0pp | 80.3%-17.2pp |
| Annual return | 16.52% | 18.96%-2.4pp | 21.17%-4.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $808 | $3,611-77.6% | $3,049-73.5% | $4,754-83.0% |
| Participant deferral / active EE | $2,075 | $5,393-61.5% | $4,738-56.2% | $6,712-69.1% |
| Admin fee / account holder | $762 | $14,056-94.6% | $8,961-91.5% | $11,409-93.3% |