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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 | $40,899 | $55,457-26.3% | $77,361-47.1% | $94,015-56.5% |
| Participation rate | 64.0% | 69.8%-5.8pp | 75.0%-11.0pp | 70.8%-6.8pp |
| Annual return | 12.70% | 15.57%-2.9pp | 1011.54%-998.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $623 | $2,255-72.4% | $2,990-79.2% | $2,790-77.7% |
| Participant deferral / active EE | $2,638 | $3,069-14.1% | $3,911-32.5% | $4,249-37.9% |
| Admin fee / account holder | $871 | $4,334-79.9% | $5,894-85.2% | $8,951-90.3% |