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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 | $47,017 | $48,364-2.8% | $71,796-34.5% | $62,881-25.2% |
| Participation rate | 62.5% | 60.6%+1.9pp | 69.1%-6.6pp | 69.3%-6.8pp |
| Annual return | 7.64% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $263 | $1,042-74.8% | $1,924-86.3% | $2,281-88.5% |
| Participant deferral / active EE | $1,771 | $2,091-15.3% | $2,794-36.6% | $3,203-44.7% |
| Admin fee / account holder | $1,698 | $3,771-55.0% | $4,815-64.7% | $4,296-60.5% |