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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 | $27,157 | $81,358-66.6% | $155,556-82.5% | $80,959-66.5% |
| Participation rate | 63.9% | 66.3%-2.3pp | 78.2%-14.3pp | 67.7%-3.7pp |
| Annual return | 11.83% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $861 | $3,106-72.3% | $4,675-81.6% | $2,757-68.8% |
| Participant deferral / active EE | $2,284 | $3,455-33.9% | $5,631-59.4% | $4,300-46.9% |
| Admin fee / account holder | $1,332 | $7,994-83.3% | $15,885-91.6% | $6,925-80.8% |