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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 | $45,531 | $48,364-5.9% | $71,796-36.6% | $62,881-27.6% |
| Participation rate | 63.8% | 60.6%+3.1pp | 69.1%-5.3pp | 69.3%-5.5pp |
| Annual return | 7.03% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $427 | $1,042-59.0% | $1,924-77.8% | $2,281-81.3% |
| Participant deferral / active EE | $2,454 | $2,091+17.3% | $2,794-12.2% | $3,203-23.4% |
| Admin fee / account holder | $764 | $3,771-79.7% | $4,815-84.1% | $4,296-82.2% |