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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 | $52,246 | $81,276-35.7% | $155,574-66.4% | $80,925-35.4% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | 13.28% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $985 | $3,103-68.2% | $4,676-78.9% | $2,756-64.3% |
| Participant deferral / active EE | $2,691 | $3,453-22.1% | $5,629-52.2% | $4,299-37.4% |
| Admin fee / account holder | $668 | $7,993-91.6% | $15,914-95.8% | $6,940-90.4% |