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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 | $36,304 | $69,590-47.8% | $136,867-73.5% | $94,015-61.4% |
| Participation rate | 66.7% | 66.3%+0.3pp | 74.5%-7.9pp | 70.8%-4.2pp |
| Annual return | 10.83% | 19.62%-8.8pp | 42.97%-32.1pp | 17.84%-7.0pp |
| Employer contribution / active EE | $452 | $2,396-81.1% | $3,547-87.2% | $2,790-83.8% |
| Participant deferral / active EE | $1,329 | $3,437-61.3% | $4,924-73.0% | $4,249-68.7% |
| Admin fee / account holder | $2,558 | $8,912-71.3% | $10,340-75.3% | $8,951-71.4% |