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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 | $49,511 | $78,705-37.1% | $117,860-58.0% | $70,124-29.4% |
| Participation rate | 53.2% | 73.2%-20.0pp | 79.7%-26.4pp | 69.5%-16.3pp |
| Annual return | 14.15% | 23.30%-9.2pp | 335.10%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $837 | $2,223-62.3% | $3,786-77.9% | $2,342-64.3% |
| Participant deferral / active EE | $2,529 | $3,297-23.3% | $4,482-43.6% | $3,332-24.1% |
| Admin fee / account holder | $8,462 | $5,065+67.0% | $8,021+5.5% | $4,645+82.2% |