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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 | $62,085 | $126,661-51.0% | $113,397-45.2% | $138,895-55.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 17.03% | 25.05%-8.0pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $894 | $3,456-74.1% | $2,977-70.0% | $4,194-78.7% |
| Participant deferral / active EE | $3,496 | $5,693-38.6% | $5,076-31.1% | $6,396-45.3% |
| Admin fee / account holder | $325 | $14,549-97.8% | $11,957-97.3% | $12,562-97.4% |