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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 | $52,749 | $81,331-35.1% | $155,534-66.1% | $80,935-34.8% |
| Participation rate | 54.7% | 66.3%-11.5pp | 78.2%-23.5pp | 67.7%-12.9pp |
| Annual return | 30.09% | 33.37%-3.3pp | 64.92%-34.8pp | 35.66%-5.6pp |
| Employer contribution / active EE | $570 | $3,105-81.6% | $4,675-87.8% | $2,757-79.3% |
| Participant deferral / active EE | $2,199 | $3,454-36.3% | $5,630-60.9% | $4,299-48.9% |
| Admin fee / account holder | $4,955 | $7,999-38.1% | $15,900-68.8% | $6,924-28.4% |