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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 | $55,443 | $77,638-28.6% | $156,552-64.6% | $62,881-11.8% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.7pp | 69.3%-18.0pp |
| Annual return | 7.36% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $835 | $3,444-75.8% | $5,501-84.8% | $2,281-63.4% |
| Participant deferral / active EE | $2,688 | $3,046-11.7% | $4,871-44.8% | $3,203-16.1% |
| Admin fee / account holder | $614 | $5,561-89.0% | $13,028-95.3% | $4,296-85.7% |