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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 | $49,526 | $78,423-36.8% | $95,964-48.4% | $79,856-38.0% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 15.02% | 19.37%-4.4pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $849 | $1,945-56.4% | $2,541-66.6% | $2,471-65.7% |
| Participant deferral / active EE | $2,419 | $3,440-29.7% | $4,167-41.9% | $3,741-35.3% |
| Admin fee / account holder | $961 | $5,622-82.9% | $6,797-85.9% | $5,306-81.9% |