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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 | $50,104 | $76,407-34.4% | $150,298-66.7% | $82,448-39.2% |
| Participation rate | 39.4% | 66.4%-27.0pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 14.65% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $534 | $2,614-79.6% | $4,154-87.1% | $2,551-79.1% |
| Participant deferral / active EE | $2,225 | $3,214-30.8% | $5,453-59.2% | $4,139-46.3% |
| Admin fee / account holder | $3,320 | $6,352-47.7% | $14,116-76.5% | $7,234-54.1% |