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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 | $48,851 | $54,541-10.4% | $78,778-38.0% | $70,124-30.3% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 41.24% | 21.07%+20.2pp | 35.62%+5.6pp | 73.14%-31.9pp |
| Employer contribution / active EE | $813 | $1,089-25.3% | $1,986-59.0% | $2,342-65.3% |
| Participant deferral / active EE | $2,484 | $2,210+12.4% | $2,958-16.0% | $3,332-25.4% |
| Admin fee / account holder | $1,791 | $3,709-51.7% | $5,134-65.1% | $4,645-61.4% |