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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 | $58,980 | $47,944+23.0% | $67,834-13.1% | $62,881-6.2% |
| Participation rate | 37.3% | 61.1%-23.8pp | 68.8%-31.5pp | 69.3%-32.0pp |
| Annual return | 8.75% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $641 | $1,562-59.0% | $2,403-73.3% | $2,281-71.9% |
| Participant deferral / active EE | $1,206 | $2,247-46.3% | $3,160-61.8% | $3,203-62.3% |
| Admin fee / account holder | $798 | $3,712-78.5% | $4,622-82.7% | $4,296-81.4% |