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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 | $59,600 | $56,060+6.3% | $76,002-21.6% | $80,874-26.3% |
| Participation rate | 43.2% | 62.0%-18.9pp | 69.1%-25.9pp | 67.6%-24.5pp |
| Annual return | 19.16% | 20.54%-1.4pp | 360.07%-340.9pp | 35.62%-16.5pp |
| Employer contribution / active EE | $788 | $1,873-57.9% | $2,688-70.7% | $2,756-71.4% |
| Participant deferral / active EE | $2,348 | $3,051-23.1% | $4,257-44.8% | $4,297-45.4% |
| Admin fee / account holder | $681 | $5,237-87.0% | $6,414-89.4% | $6,935-90.2% |