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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 | $49,194 | $64,920-24.2% | $103,693-52.6% | $86,983-43.4% |
| Participation rate | 60.6% | 63.6%-3.0pp | 72.6%-12.0pp | 69.5%-8.9pp |
| Annual return | 17.42% | 30.29%-12.9pp | 47.61%-30.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $511 | $2,141-76.1% | $2,920-82.5% | $2,584-80.2% |
| Participant deferral / active EE | $1,821 | $3,241-43.8% | $4,579-60.2% | $4,194-56.6% |
| Admin fee / account holder | $2,991 | $6,191-51.7% | $7,858-61.9% | $7,856-61.9% |