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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 | $68,563 | $68,880-0.5% | $120,580-43.1% | $80,959-15.3% |
| Participation rate | 50.7% | 61.7%-11.0pp | 72.0%-21.3pp | 67.7%-17.0pp |
| Annual return | 48.09% | 23.68%+24.4pp | 107.48%-59.4pp | 35.67%+12.4pp |
| Employer contribution / active EE | $594 | $2,066-71.2% | $3,469-82.9% | $2,757-78.5% |
| Participant deferral / active EE | $2,279 | $3,191-28.6% | $4,995-54.4% | $4,300-47.0% |
| Admin fee / account holder | $2,364 | $5,785-59.1% | $9,418-74.9% | $6,925-65.9% |