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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 | $57,990 | $88,360-34.4% | $145,433-60.1% | $67,986-14.7% |
| Participation rate | 34.7% | 65.5%-30.8pp | 82.1%-47.5pp | 57.2%-22.6pp |
| Annual return | 17.92% | 63.15%-45.2pp | 66.58%-48.7pp | 31.67%-13.7pp |
| Employer contribution / active EE | $631 | $3,054-79.3% | $4,554-86.1% | $2,019-68.7% |
| Participant deferral / active EE | $2,975 | $5,932-49.9% | $7,897-62.3% | $3,358-11.4% |
| Admin fee / account holder | $2,118 | $3,313-36.1% | $13,129-83.9% | $3,203-33.9% |