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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 | $36,988 | $71,208-48.1% | $93,681-60.5% | $80,911-54.3% |
| Participation rate | 55.7% | 60.4%-4.7pp | 68.7%-13.0pp | 67.6%-11.9pp |
| Annual return | 14.73% | 11.27%+3.5pp | 133.47%-118.7pp | 35.63%-20.9pp |
| Employer contribution / active EE | $667 | $1,564-57.4% | $2,422-72.5% | $2,756-75.8% |
| Participant deferral / active EE | $1,543 | $4,035-61.8% | $4,415-65.1% | $4,297-64.1% |
| Admin fee / account holder | $340 | $6,951-95.1% | $8,290-95.9% | $6,935-95.1% |