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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 | $45,650 | $91,559-50.1% | $133,978-65.9% | $79,856-42.8% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.6%-4.9pp |
| Annual return | 16.39% | 61.85%-45.5pp | 45.10%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $578 | $2,384-75.7% | $3,919-85.2% | $2,471-76.6% |
| Participant deferral / active EE | $3,134 | $3,734-16.1% | $5,047-37.9% | $3,741-16.2% |
| Admin fee / account holder | $5,661 | $6,321-10.4% | $8,930-36.6% | $5,306+6.7% |