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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 | $61,510 | $69,977-12.1% | $108,582-43.4% | $62,881-2.2% |
| Participation rate | 56.9% | 72.9%-16.0pp | 79.6%-22.7pp | 69.3%-12.4pp |
| Annual return | 8.68% | 10.73%-2.1pp | -51.70%+60.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $664 | $2,135-68.9% | $3,758-82.3% | $2,281-70.9% |
| Participant deferral / active EE | $2,787 | $3,165-12.0% | $4,311-35.4% | $3,203-13.0% |
| Admin fee / account holder | $513 | $5,076-89.9% | $7,645-93.3% | $4,296-88.1% |