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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 | $47,363 | $53,128-10.9% | $86,582-45.3% | $70,126-32.5% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 19.10% | 27.66%-8.6pp | 965.08%-946.0pp | 73.15%-54.0pp |
| Employer contribution / active EE | $326 | $2,068-84.2% | $2,839-88.5% | $2,343-86.1% |
| Participant deferral / active EE | $1,454 | $2,695-46.0% | $3,609-59.7% | $3,332-56.4% |
| Admin fee / account holder | $557 | $3,584-84.5% | $4,904-88.6% | $4,645-88.0% |