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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 | $45,779 | $45,123+1.5% | $85,240-46.3% | $74,478-38.5% |
| Participation rate | 17.1% | 49.4%-32.3pp | 67.5%-50.5pp | 67.2%-50.2pp |
| Annual return | 12.59% | 26.32%-13.7pp | 66.75%-54.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $452 | $1,459-69.0% | $2,735-83.5% | $2,626-82.8% |
| Participant deferral / active EE | $751 | $2,736-72.6% | $4,527-83.4% | $4,350-82.7% |
| Admin fee / account holder | $2,269 | $2,215+2.5% | $6,165-63.2% | $1,946+16.6% |