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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 | $58,964 | $76,383-22.8% | $121,663-51.5% | $64,340-8.4% |
| Participation rate | 54.8% | 60.4%-5.6pp | 74.5%-19.7pp | 55.2%-0.5pp |
| Annual return | 12.64% | 16.98%-4.3pp | 147.54%-134.9pp | 24.14%-11.5pp |
| Employer contribution / active EE | $593 | $1,943-69.5% | $3,020-80.4% | $1,862-68.2% |
| Participant deferral / active EE | $3,072 | $3,149-2.4% | $4,887-37.1% | $2,980+3.1% |
| Admin fee / account holder | $578 | $4,142-86.0% | $14,289-96.0% | $3,703-84.4% |