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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 | $39,792 | $58,828-32.4% | $78,002-49.0% | $62,881-36.7% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $709 | $1,672-57.6% | $2,470-71.3% | $2,281-68.9% |
| Participant deferral / active EE | $1,681 | $2,686-37.4% | $3,497-51.9% | $3,203-47.5% |
| Admin fee / account holder | $575 | $4,393-86.9% | $5,481-89.5% | $4,296-86.6% |