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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 | $51,403 | $88,672-42.0% | $105,223-51.1% | $82,448-37.7% |
| Participation rate | 32.1% | 67.9%-35.8pp | 75.0%-43.0pp | 68.1%-36.0pp |
| Annual return | 13.62% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $875 | $3,048-71.3% | $3,689-76.3% | $2,551-65.7% |
| Participant deferral / active EE | $2,035 | $4,036-49.6% | $5,072-59.9% | $4,139-50.8% |
| Admin fee / account holder | $8,563 | $7,146+19.8% | $8,859-3.3% | $7,234+18.4% |