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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 | $51,017 | $50,554+0.9% | $67,681-24.6% | $87,485-41.7% |
| Participation rate | 47.8% | 67.7%-19.9pp | 73.7%-25.9pp | 68.9%-21.1pp |
| Annual return | 16.51% | 17.81%-1.3pp | 590.58%-574.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $936 | $1,988-53.0% | $2,678-65.1% | $2,596-64.0% |
| Participant deferral / active EE | $3,086 | $2,961+4.2% | $3,976-22.4% | $4,274-27.8% |
| Admin fee / account holder | $2,452 | $4,132-40.7% | $6,100-59.8% | $7,775-68.5% |