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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 | $29,591 | $47,944-38.3% | $67,834-56.4% | $62,881-52.9% |
| Participation rate | 57.4% | 61.1%-3.7pp | 68.8%-11.4pp | 69.3%-11.9pp |
| Annual return | 10.64% | 11.77%-1.1pp | 138.47%-127.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $496 | $1,562-68.2% | $2,403-79.4% | $2,281-78.2% |
| Participant deferral / active EE | $1,555 | $2,247-30.8% | $3,160-50.8% | $3,203-51.4% |
| Admin fee / account holder | $537 | $3,712-85.5% | $4,622-88.4% | $4,296-87.5% |