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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 | $29,686 | $47,944-38.1% | $67,834-56.2% | $62,881-52.8% |
| Participation rate | 54.2% | 61.1%-6.8pp | 68.8%-14.6pp | 69.3%-15.1pp |
| Annual return | 10.11% | 11.77%-1.7pp | 138.47%-128.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $596 | $1,562-61.9% | $2,403-75.2% | $2,281-73.9% |
| Participant deferral / active EE | $2,965 | $2,247+32.0% | $3,160-6.2% | $3,203-7.4% |
| Admin fee / account holder | $658 | $3,712-82.3% | $4,622-85.8% | $4,296-84.7% |