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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 | $68,573-17.2% | $120,368-52.8% | $80,874-29.8% |
| Participation rate | 53.8% | 61.6%-7.8pp | 71.9%-18.2pp | 67.6%-13.9pp |
| Annual return | 10.40% | 23.61%-13.2pp | 107.26%-96.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $714 | $2,052-65.2% | $3,465-79.4% | $2,756-74.1% |
| Participant deferral / active EE | $2,069 | $3,174-34.8% | $4,991-58.5% | $4,297-51.8% |
| Admin fee / account holder | $11,705 | $5,734+104.1% | $9,429+24.1% | $6,935+68.8% |