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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 | $76,018 | $78,425-3.1% | $95,956-20.8% | $79,858-4.8% |
| Participation rate | 50.8% | 73.5%-22.7pp | 77.1%-26.3pp | 69.6%-18.8pp |
| Annual return | 23.66% | 19.37%+4.3pp | 91.63%-68.0pp | 31.72%-8.1pp |
| Employer contribution / active EE | $1,048 | $1,945-46.1% | $2,541-58.7% | $2,471-57.6% |
| Participant deferral / active EE | $2,818 | $3,440-18.1% | $4,167-32.4% | $3,740-24.7% |
| Admin fee / account holder | $684 | $5,622-87.8% | $6,797-89.9% | $5,306-87.1% |