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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 | $58,781 | $91,179-35.5% | $178,499-67.1% | $79,852-26.4% |
| Participation rate | 56.7% | 69.2%-12.5pp | 81.9%-25.3pp | 69.6%-13.0pp |
| Annual return | 19.59% | 24.19%-4.6pp | 151.10%-131.5pp | 31.72%-12.1pp |
| Employer contribution / active EE | $936 | $3,256-71.3% | $5,011-81.3% | $2,471-62.1% |
| Participant deferral / active EE | $3,743 | $3,236+15.7% | $5,202-28.1% | $3,740+0.1% |
| Admin fee / account holder | $2,560 | $6,749-62.1% | $13,986-81.7% | $5,306-51.8% |