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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 | $27,627 | $45,050-38.7% | $63,018-56.2% | $70,126-60.6% |
| Participation rate | 60.5% | 69.5%-9.0pp | 74.8%-14.3pp | 69.5%-9.1pp |
| Annual return | 23.41% | 18.76%+4.6pp | 87.62%-64.2pp | 73.15%-49.7pp |
| Employer contribution / active EE | $501 | $2,052-75.6% | $2,761-81.9% | $2,343-78.6% |
| Participant deferral / active EE | $2,498 | $2,466+1.3% | $3,330-25.0% | $3,332-25.0% |
| Admin fee / account holder | $584 | $2,834-79.4% | $3,601-83.8% | $4,645-87.4% |