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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 | $56,799 | $68,880-17.5% | $120,580-52.9% | $80,959-29.8% |
| Participation rate | 53.8% | 61.7%-8.0pp | 72.0%-18.2pp | 67.7%-13.9pp |
| Annual return | 10.40% | 23.68%-13.3pp | 107.48%-97.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $714 | $2,066-65.5% | $3,469-79.4% | $2,757-74.1% |
| Participant deferral / active EE | $2,069 | $3,191-35.1% | $4,995-58.6% | $4,300-51.9% |
| Admin fee / account holder | $11,705 | $5,785+102.3% | $9,418+24.3% | $6,925+69.0% |