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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 | $51,088 | $91,559-44.2% | $133,978-61.9% | $79,856-36.0% |
| Participation rate | 60.8% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 11.97% | 61.85%-49.9pp | 45.10%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $980 | $2,384-58.9% | $3,919-75.0% | $2,471-60.3% |
| Participant deferral / active EE | $2,380 | $3,734-36.3% | $5,047-52.9% | $3,741-36.4% |
| Admin fee / account holder | $4,757 | $6,321-24.7% | $8,930-46.7% | $5,306-10.4% |