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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 | $32,689 | $76,407-57.2% | $150,298-78.3% | $82,448-60.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 13.82% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $672 | $2,614-74.3% | $4,154-83.8% | $2,551-73.6% |
| Participant deferral / active EE | $2,483 | $3,214-22.8% | $5,453-54.5% | $4,139-40.0% |
| Admin fee / account holder | $1,434 | $6,352-77.4% | $14,116-89.8% | $7,234-80.2% |