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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 | $49,465 | $47,944+3.2% | $67,834-27.1% | $62,881-21.3% |
| Participation rate | 65.1% | 61.1%+4.0pp | 68.8%-3.7pp | 69.3%-4.2pp |
| Annual return | 7.18% | 11.77%-4.6pp | 138.47%-131.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $700 | $1,562-55.2% | $2,403-70.9% | $2,281-69.3% |
| Participant deferral / active EE | $2,799 | $2,247+24.6% | $3,160-11.4% | $3,203-12.6% |
| Admin fee / account holder | $2,328 | $3,712-37.3% | $4,622-49.6% | $4,296-45.8% |