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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 | $59,493 | $65,034-8.5% | $90,970-34.6% | $79,856-25.5% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 12.57% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $346 | $1,247-72.2% | $2,122-83.7% | $2,471-86.0% |
| Participant deferral / active EE | $2,271 | $2,512-9.6% | $3,373-32.7% | $3,741-39.3% |
| Admin fee / account holder | $519 | $4,536-88.6% | $5,961-91.3% | $5,306-90.2% |