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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 | $28,949 | $69,977-58.6% | $108,582-73.3% | $62,881-54.0% |
| Participation rate | 67.4% | 72.9%-5.5pp | 79.6%-12.1pp | 69.3%-1.9pp |
| Annual return | 6.64% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $466 | $2,135-78.2% | $3,758-87.6% | $2,281-79.6% |
| Participant deferral / active EE | $2,524 | $3,165-20.3% | $4,311-41.5% | $3,203-21.2% |
| Admin fee / account holder | $853 | $5,076-83.2% | $7,645-88.8% | $4,296-80.1% |