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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 | $45,051 | $89,367-49.6% | $141,191-68.1% | $72,975-38.3% |
| Participation rate | 61.9% | 75.1%-13.2pp | 82.5%-20.6pp | 69.5%-7.6pp |
| Annual return | 21.32% | 111.87%-90.5pp | 71.41%-50.1pp | 81.01%-59.7pp |
| Employer contribution / active EE | $984 | $3,115-68.4% | $4,736-79.2% | $2,440-59.7% |
| Participant deferral / active EE | $5,910 | $5,419+9.1% | $6,710-11.9% | $3,608+63.8% |
| Admin fee / account holder | $6,819 | $5,957+14.5% | $10,264-33.6% | $5,124+33.1% |