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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 | $40,757 | $49,896-18.3% | $80,627-49.4% | $75,173-45.8% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 14.61% | 34.67%-20.1pp | 936.76%-922.1pp | 160.72%-146.1pp |
| Employer contribution / active EE | $451 | $1,699-73.4% | $2,723-83.4% | $2,671-83.1% |
| Participant deferral / active EE | $2,249 | $2,992-24.8% | $4,443-49.4% | $4,126-45.5% |
| Admin fee / account holder | $5,739 | $3,578+60.4% | $5,381+6.7% | $5,651+1.6% |