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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 | $53,044 | $95,383-44.4% | $185,837-71.5% | $85,856-38.2% |
| Participation rate | 61.0% | 68.8%-7.7pp | 81.7%-20.7pp | 69.3%-8.3pp |
| Annual return | 15.32% | 23.59%-8.3pp | 122.08%-106.8pp | 318.58%-303.3pp |
| Employer contribution / active EE | $563 | $3,313-83.0% | $5,168-89.1% | $2,565-78.1% |
| Participant deferral / active EE | $2,760 | $3,423-19.4% | $5,568-50.4% | $3,952-30.2% |
| Admin fee / account holder | $4,767 | $7,213-33.9% | $16,241-70.7% | $6,261-23.9% |