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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 | $55,128 | $48,364+14.0% | $71,796-23.2% | $62,881-12.3% |
| Participation rate | 55.0% | 60.6%-5.6pp | 69.1%-14.1pp | 69.3%-14.3pp |
| Annual return | 9.67% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $588 | $1,042-43.6% | $1,924-69.5% | $2,281-74.2% |
| Participant deferral / active EE | $2,296 | $2,091+9.8% | $2,794-17.9% | $3,203-28.3% |
| Admin fee / account holder | $4,218 | $3,771+11.8% | $4,815-12.4% | $4,296-1.8% |