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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 | $30,206 | $47,944-37.0% | $67,834-55.5% | $62,881-52.0% |
| Participation rate | 58.8% | 61.1%-2.2pp | 68.8%-10.0pp | 69.3%-10.5pp |
| Annual return | 7.48% | 11.77%-4.3pp | 138.47%-131.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $477 | $1,562-69.5% | $2,403-80.2% | $2,281-79.1% |
| Participant deferral / active EE | $2,402 | $2,247+6.9% | $3,160-24.0% | $3,203-25.0% |
| Admin fee / account holder | $421 | $3,712-88.7% | $4,622-90.9% | $4,296-90.2% |