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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 | $63,105 | $46,877+34.6% | $122,354-48.4% | $70,126-10.0% |
| Participation rate | 41.4% | 58.2%-16.8pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 23.50% | 24.22%-0.7pp | 30.28%-6.8pp | 73.15%-49.7pp |
| Employer contribution / active EE | $667 | $1,288-48.2% | $4,051-83.5% | $2,343-71.5% |
| Participant deferral / active EE | $1,276 | $2,167-41.1% | $3,287-61.2% | $3,332-61.7% |
| Admin fee / account holder | $923 | $3,324-72.2% | $5,479-83.2% | $4,645-80.1% |