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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 | $59,481 | $78,707-24.4% | $117,861-49.5% | $70,126-15.2% |
| Participation rate | 60.9% | 73.2%-12.3pp | 79.7%-18.8pp | 69.5%-8.7pp |
| Annual return | 12.84% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $545 | $2,223-75.5% | $3,786-85.6% | $2,343-76.8% |
| Participant deferral / active EE | $2,235 | $3,297-32.2% | $4,482-50.1% | $3,332-32.9% |
| Admin fee / account holder | $4,848 | $5,066-4.3% | $8,021-39.6% | $4,645+4.4% |