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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 | $47,037 | $48,046-2.1% | $84,610-44.4% | $72,986-35.6% |
| Participation rate | 38.8% | 57.6%-18.8pp | 68.2%-29.5pp | 69.5%-30.7pp |
| Annual return | 20.20% | 37.38%-17.2pp | 258.74%-238.5pp | 81.01%-60.8pp |
| Employer contribution / active EE | $241 | $1,602-85.0% | $2,652-90.9% | $2,440-90.1% |
| Participant deferral / active EE | $2,874 | $2,680+7.2% | $3,899-26.3% | $3,607-20.3% |
| Admin fee / account holder | $1,039 | $3,395-69.4% | $4,912-78.8% | $5,124-79.7% |