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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 | $29,907 | $73,107-59.1% | $114,563-73.9% | $87,485-65.8% |
| Participation rate | 60.7% | 65.8%-5.1pp | 72.9%-12.2pp | 68.9%-8.2pp |
| Annual return | 20.79% | 19.47%+1.3pp | 241.09%-220.3pp | 26.06%-5.3pp |
| Employer contribution / active EE | $775 | $1,881-58.8% | $2,592-70.1% | $2,596-70.1% |
| Participant deferral / active EE | $2,618 | $3,144-16.7% | $4,142-36.8% | $4,274-38.7% |
| Admin fee / account holder | $839 | $5,770-85.5% | $7,623-89.0% | $7,775-89.2% |