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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 | $46,232 | $54,541-15.2% | $78,778-41.3% | $70,126-34.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 14.97% | 21.07%-6.1pp | 35.62%-20.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $303 | $1,089-72.1% | $1,986-84.7% | $2,343-87.0% |
| Participant deferral / active EE | $2,778 | $2,210+25.7% | $2,958-6.1% | $3,332-16.6% |
| Admin fee / account holder | $5,588 | $3,709+50.7% | $5,134+8.9% | $4,645+20.3% |