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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 | $47,380 | $47,944-1.2% | $67,834-30.2% | $62,881-24.7% |
| Participation rate | 67.4% | 61.1%+6.3pp | 68.8%-1.4pp | 69.3%-1.9pp |
| Annual return | 5.15% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $700 | $1,562-55.2% | $2,403-70.9% | $2,281-69.3% |
| Participant deferral / active EE | $1,708 | $2,247-24.0% | $3,160-45.9% | $3,203-46.7% |
| Admin fee / account holder | $376 | $3,712-89.9% | $4,622-91.9% | $4,296-91.3% |