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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 | $50,502 | $81,331-37.9% | $155,534-67.5% | $80,935-37.6% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 25.58% | 33.37%-7.8pp | 64.92%-39.3pp | 35.66%-10.1pp |
| Employer contribution / active EE | $913 | $3,105-70.6% | $4,675-80.5% | $2,757-66.9% |
| Participant deferral / active EE | $2,127 | $3,454-38.4% | $5,630-62.2% | $4,299-50.5% |
| Admin fee / account holder | $925 | $7,999-88.4% | $15,900-94.2% | $6,924-86.6% |