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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 | $45,238 | $77,908-41.9% | $149,696-69.8% | $75,173-39.8% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 18.01% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $441 | $3,138-85.9% | $4,821-90.9% | $2,671-83.5% |
| Participant deferral / active EE | $4,274 | $3,411+25.3% | $5,682-24.8% | $4,126+3.6% |
| Admin fee / account holder | $2,215 | $5,950-62.8% | $13,212-83.2% | $5,651-60.8% |