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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 | $65,909 | $78,423-16.0% | $95,964-31.3% | $79,856-17.5% |
| Participation rate | 52.9% | 73.5%-20.6pp | 77.1%-24.2pp | 69.6%-16.8pp |
| Annual return | 17.33% | 19.37%-2.0pp | 91.64%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $750 | $1,945-61.5% | $2,541-70.5% | $2,471-69.7% |
| Participant deferral / active EE | $2,950 | $3,440-14.3% | $4,167-29.2% | $3,741-21.1% |
| Admin fee / account holder | $772 | $5,622-86.3% | $6,797-88.6% | $5,306-85.5% |