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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 | $64,431 | $84,953-24.2% | $163,379-60.6% | $82,637-22.0% |
| Participation rate | 27.8% | 65.9%-38.2pp | 76.8%-49.0pp | 68.1%-40.3pp |
| Annual return | 17.03% | 23.07%-6.0pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $577 | $2,183-73.6% | $3,752-84.6% | $2,552-77.4% |
| Participant deferral / active EE | $2,598 | $4,326-40.0% | $6,282-58.6% | $4,126-37.0% |
| Admin fee / account holder | $3,627 | $7,921-54.2% | $9,818-63.1% | $7,339-50.6% |