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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 | $35,727 | $49,976-28.5% | $66,674-46.4% | $82,637-56.8% |
| Participation rate | 63.2% | 63.1%+0.1pp | 73.7%-10.5pp | 68.1%-4.9pp |
| Annual return | 16.36% | 39.09%-22.7pp | 321.24%-304.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $908 | $1,988-54.3% | $2,620-65.3% | $2,552-64.4% |
| Participant deferral / active EE | $2,908 | $2,847+2.2% | $4,084-28.8% | $4,126-29.5% |
| Admin fee / account holder | $1,399 | $4,594-69.5% | $5,098-72.6% | $7,339-80.9% |