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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 | $50,211 | $54,757-8.3% | $90,304-44.4% | $72,975-31.2% |
| Participation rate | 44.4% | 65.2%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 16.63% | 30.63%-14.0pp | 78.13%-61.5pp | 81.01%-64.4pp |
| Employer contribution / active EE | $507 | $2,093-75.8% | $2,855-82.2% | $2,440-79.2% |
| Participant deferral / active EE | $1,188 | $2,887-58.9% | $3,885-69.4% | $3,608-67.1% |
| Admin fee / account holder | $5,595 | $3,973+40.8% | $5,354+4.5% | $5,124+9.2% |