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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 | $45,826 | $65,027-29.5% | $90,970-49.6% | $79,852-42.6% |
| Participation rate | 53.7% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.0pp |
| Annual return | 13.87% | 30.45%-16.6pp | 134.58%-120.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $870 | $1,247-30.3% | $2,122-59.0% | $2,471-64.8% |
| Participant deferral / active EE | $2,000 | $2,512-20.4% | $3,373-40.7% | $3,740-46.5% |
| Admin fee / account holder | $4,779 | $4,535+5.4% | $5,960-19.8% | $5,306-9.9% |