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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 | $54,930 | $65,027-15.5% | $90,970-39.6% | $79,852-31.2% |
| Participation rate | 59.5% | 61.6%-2.1pp | 69.0%-9.6pp | 69.6%-10.2pp |
| Annual return | 16.57% | 30.45%-13.9pp | 134.58%-118.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $396 | $1,247-68.3% | $2,122-81.3% | $2,471-84.0% |
| Participant deferral / active EE | $2,959 | $2,512+17.8% | $3,373-12.3% | $3,740-20.9% |
| Admin fee / account holder | $457 | $4,535-89.9% | $5,960-92.3% | $5,306-91.4% |