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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 | $43,001 | $48,364-11.1% | $71,796-40.1% | $62,881-31.6% |
| Participation rate | 61.5% | 60.6%+0.8pp | 69.1%-7.7pp | 69.3%-7.8pp |
| Annual return | 8.22% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $261 | $1,042-74.9% | $1,924-86.4% | $2,281-88.5% |
| Participant deferral / active EE | $1,997 | $2,091-4.5% | $2,794-28.5% | $3,203-37.6% |
| Admin fee / account holder | $849 | $3,771-77.5% | $4,815-82.4% | $4,296-80.2% |