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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 | $44,619 | $65,395-31.8% | $182,540-75.6% | $72,975-38.9% |
| Participation rate | 65.5% | 65.4%0pp | 78.0%-12.5pp | 69.5%-4.0pp |
| Annual return | 24.97% | 27.68%-2.7pp | 148.58%-123.6pp | 81.01%-56.0pp |
| Employer contribution / active EE | $576 | $1,911-69.9% | $4,076-85.9% | $2,440-76.4% |
| Participant deferral / active EE | $2,067 | $3,563-42.0% | $5,525-62.6% | $3,608-42.7% |
| Admin fee / account holder | $1,154 | $4,245-72.8% | $8,593-86.6% | $5,124-77.5% |