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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 | $50,774 | $77,638-34.6% | $156,551-67.6% | $62,881-19.3% |
| Participation rate | 56.1% | 71.2%-15.1pp | 84.0%-27.9pp | 69.3%-13.2pp |
| Annual return | 24.12% | 50.33%-26.2pp | 32.23%-8.1pp | 20.14%+4.0pp |
| Employer contribution / active EE | $447 | $3,444-87.0% | $5,501-91.9% | $2,281-80.4% |
| Participant deferral / active EE | $1,818 | $3,046-40.3% | $4,871-62.7% | $3,203-43.3% |
| Admin fee / account holder | $3,995 | $5,561-28.2% | $13,028-69.3% | $4,296-7.0% |