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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 | $49,639 | $54,541-9.0% | $78,778-37.0% | $70,131-29.2% |
| Participation rate | 25.6% | 60.8%-35.2pp | 69.2%-43.6pp | 69.5%-43.9pp |
| Annual return | 15.97% | 21.07%-5.1pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $242 | $1,089-77.8% | $1,986-87.8% | $2,342-89.7% |
| Participant deferral / active EE | $1,095 | $2,210-50.4% | $2,958-63.0% | $3,332-67.1% |
| Admin fee / account holder | $5,126 | $3,709+38.2% | $5,134-0.2% | $4,645+10.3% |