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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 | $46,311 | $84,236-45.0% | $170,435-72.8% | $70,126-34.0% |
| Participation rate | 50.8% | 70.8%-20.0pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 25.71% | 23.06%+2.6pp | 205.94%-180.2pp | 73.15%-47.4pp |
| Employer contribution / active EE | $1,407 | $3,387-58.4% | $5,432-74.1% | $2,343-39.9% |
| Participant deferral / active EE | $2,638 | $3,086-14.5% | $4,939-46.6% | $3,332-20.8% |
| Admin fee / account holder | $825 | $5,698-85.5% | $13,881-94.1% | $4,645-82.2% |