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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 | $49,282 | $48,364+1.9% | $71,796-31.4% | $62,881-21.6% |
| Participation rate | 49.4% | 60.6%-11.2pp | 69.1%-19.7pp | 69.3%-19.9pp |
| Annual return | 5.08% | 13.16%-8.1pp | 78.04%-73.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $554 | $1,042-46.8% | $1,924-71.2% | $2,281-75.7% |
| Participant deferral / active EE | $1,704 | $2,091-18.5% | $2,794-39.0% | $3,203-46.8% |
| Admin fee / account holder | $571 | $3,771-84.9% | $4,815-88.1% | $4,296-86.7% |