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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 | $68,852-0.4% | $120,524-43.1% | $80,925-15.3% |
| Participation rate | 50.7% | 61.6%-11.0pp | 71.9%-21.3pp | 67.7%-17.0pp |
| Annual return | 48.09% | 23.67%+24.4pp | 107.36%-59.3pp | 35.65%+12.4pp |
| Employer contribution / active EE | $594 | $2,063-71.2% | $3,469-82.9% | $2,756-78.4% |
| Participant deferral / active EE | $2,279 | $3,187-28.5% | $4,994-54.4% | $4,299-47.0% |
| Admin fee / account holder | $2,364 | $5,781-59.1% | $9,440-75.0% | $6,940-65.9% |