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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 | $29,265 | $67,411-56.6% | $91,004-67.8% | $70,126-58.3% |
| Participation rate | 59.3% | 71.4%-12.0pp | 75.6%-16.3pp | 69.5%-10.2pp |
| Annual return | 16.15% | -40.16%+56.3pp | 4.60%+11.6pp | 73.15%-57.0pp |
| Employer contribution / active EE | $361 | $1,786-79.8% | $2,456-85.3% | $2,343-84.6% |
| Participant deferral / active EE | $1,271 | $2,823-55.0% | $3,548-64.2% | $3,332-61.8% |
| Admin fee / account holder | $367 | $4,236-91.3% | $5,417-93.2% | $4,645-92.1% |