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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 | $47,382 | $76,407-38.0% | $150,298-68.5% | $82,448-42.5% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 15.56% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $826 | $2,614-68.4% | $4,154-80.1% | $2,551-67.6% |
| Participant deferral / active EE | $2,783 | $3,214-13.4% | $5,453-49.0% | $4,139-32.8% |
| Admin fee / account holder | $1,315 | $6,352-79.3% | $14,116-90.7% | $7,234-81.8% |