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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 | $52,144 | $152,592-65.8% | $125,180-58.3% | $152,885-65.9% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.5%-19.3pp |
| Annual return | 11.42% | 54.84%-43.4pp | 43.79%-32.4pp | 345.39%-334.0pp |
| Employer contribution / active EE | $1,574 | $4,947-68.2% | $3,866-59.3% | $4,763-67.0% |
| Participant deferral / active EE | $2,777 | $5,868-52.7% | $4,937-43.7% | $5,851-52.5% |
| Admin fee / account holder | $6,940 | $13,435-48.3% | $9,703-28.5% | $11,598-40.2% |