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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 | $46,199 | $65,027-29.0% | $90,970-49.2% | $79,852-42.1% |
| Participation rate | 61.9% | 61.6%+0.3pp | 69.0%-7.1pp | 69.6%-7.7pp |
| Annual return | 15.62% | 30.45%-14.8pp | 134.58%-119.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $665 | $1,247-46.7% | $2,122-68.7% | $2,471-73.1% |
| Participant deferral / active EE | $4,907 | $2,512+95.3% | $3,373+45.4% | $3,740+31.2% |
| Admin fee / account holder | $639 | $4,535-85.9% | $5,960-89.3% | $5,306-87.9% |