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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 | $88,577 | $48,364+83.1% | $71,796+23.4% | $62,881+40.9% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 10.24% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $472 | $1,042-54.7% | $1,924-75.5% | $2,281-79.3% |
| Participant deferral / active EE | $1,393 | $2,091-33.4% | $2,794-50.2% | $3,203-56.5% |
| Admin fee / account holder | $2,367 | $3,771-37.2% | $4,815-50.8% | $4,296-44.9% |