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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 | $51,002 | $50,812+0.4% | $155,602-67.2% | $77,692-34.4% |
| Participation rate | 29.6% | 63.1%-33.6pp | 78.2%-48.7pp | 70.6%-41.0pp |
| Annual return | 13.26% | 34.85%-21.6pp | 64.81%-51.5pp | 31.25%-18.0pp |
| Employer contribution / active EE | $821 | $1,989-58.7% | $4,675-82.4% | $2,726-69.9% |
| Participant deferral / active EE | $2,017 | $2,822-28.6% | $5,629-64.2% | $4,648-56.6% |
| Admin fee / account holder | $6,290 | $436+1342.2% | $15,923-60.5% | $431+1361.0% |