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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 | $53,969 | $63,433-14.9% | $63,803-15.4% | $64,097-15.8% |
| Participation rate | 45.2% | 65.0%-19.8pp | 72.7%-27.5pp | 55.2%-10.0pp |
| Annual return | 11.51% | 20.74%-9.2pp | 543.72%-532.2pp | 34.64%-23.1pp |
| Employer contribution / active EE | $635 | $2,332-72.8% | $2,532-74.9% | $1,891-66.4% |
| Participant deferral / active EE | $1,510 | $3,119-51.6% | $3,843-60.7% | $3,080-51.0% |
| Admin fee / account holder | $7,309 | $1,489+390.7% | $5,196+40.7% | $3,454+111.6% |