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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 | $56,445 | $58,828-4.1% | $78,002-27.6% | $62,881-10.2% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 7.68% | 17.16%-9.5pp | 425.99%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $405 | $1,672-75.8% | $2,470-83.6% | $2,281-82.2% |
| Participant deferral / active EE | $2,549 | $2,686-5.1% | $3,497-27.1% | $3,203-20.4% |
| Admin fee / account holder | $969 | $4,393-77.9% | $5,481-82.3% | $4,296-77.4% |