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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 | $51,690 | $54,541-5.2% | $78,778-34.4% | $70,124-26.3% |
| Participation rate | 43.5% | 60.8%-17.3pp | 69.2%-25.7pp | 69.5%-26.1pp |
| Annual return | 17.88% | 21.07%-3.2pp | 35.62%-17.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $607 | $1,089-44.3% | $1,986-69.5% | $2,342-74.1% |
| Participant deferral / active EE | $2,400 | $2,210+8.6% | $2,958-18.9% | $3,332-28.0% |
| Admin fee / account holder | $7,116 | $3,709+91.9% | $5,134+38.6% | $4,645+53.2% |