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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 | $51,960 | $72,486-28.3% | $87,103-40.3% | $72,976-28.8% |
| Participation rate | 68.3% | 72.8%-4.6pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 26.17% | 24.46%+1.7pp | 28.19%-2.0pp | 81.02%-54.8pp |
| Employer contribution / active EE | $589 | $1,894-68.9% | $2,521-76.6% | $2,440-75.9% |
| Participant deferral / active EE | $2,606 | $3,270-20.3% | $4,049-35.6% | $3,608-27.8% |
| Admin fee / account holder | $1,269 | $5,055-74.9% | $7,491-83.1% | $5,124-75.2% |