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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 | $47,643 | $51,202-7.0% | $70,548-32.5% | $75,181-36.6% |
| Participation rate | 58.3% | 61.0%-2.6pp | 68.3%-10.0pp | 67.2%-8.9pp |
| Annual return | 24.57% | 30.05%-5.5pp | 32.78%-8.2pp | 160.69%-136.1pp |
| Employer contribution / active EE | $374 | $1,827-79.5% | $2,975-87.4% | $2,671-86.0% |
| Participant deferral / active EE | $1,962 | $2,850-31.1% | $4,567-57.0% | $4,126-52.4% |
| Admin fee / account holder | $9,962 | $4,094+143.3% | $6,424+55.1% | $5,650+76.3% |