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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 | $51,152 | $70,430-27.4% | $96,572-47.0% | $85,851-40.4% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 14.52% | 18.58%-4.1pp | 37.79%-23.3pp | 318.63%-304.1pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,357-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $1,402 | $2,894-51.6% | $3,850-63.6% | $3,952-64.5% |
| Admin fee / account holder | $451 | $4,996-91.0% | $6,183-92.7% | $6,261-92.8% |