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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 | $66,733 | $81,262-17.9% | $155,602-57.1% | $80,911-17.5% |
| Participation rate | 42.4% | 66.2%-23.8pp | 78.2%-35.8pp | 67.6%-25.2pp |
| Annual return | 14.00% | 33.34%-19.3pp | 64.81%-50.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $849 | $3,102-72.6% | $4,675-81.8% | $2,756-69.2% |
| Participant deferral / active EE | $2,502 | $3,451-27.5% | $5,629-55.6% | $4,297-41.8% |
| Admin fee / account holder | $502 | $7,992-93.7% | $15,923-96.8% | $6,935-92.8% |