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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 | $54,047 | $59,123-8.6% | $77,183-30.0% | $75,181-28.1% |
| Participation rate | 58.6% | 63.9%-5.2pp | 69.6%-11.0pp | 67.2%-8.6pp |
| Annual return | 14.62% | 26.72%-12.1pp | 37.89%-23.3pp | 160.69%-146.1pp |
| Employer contribution / active EE | $817 | $1,996-59.1% | $2,534-67.7% | $2,671-69.4% |
| Participant deferral / active EE | $2,027 | $2,999-32.4% | $3,833-47.1% | $4,126-50.9% |
| Admin fee / account holder | $1,245 | $4,776-73.9% | $5,475-77.3% | $5,650-78.0% |