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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 | $51,644 | $65,961-21.7% | $180,320-71.4% | $94,015-45.1% |
| Participation rate | 67.2% | 61.3%+6.0pp | 71.5%-4.3pp | 70.8%-3.6pp |
| Annual return | 11.22% | 14.27%-3.1pp | 778.54%-767.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $476 | $1,737-72.6% | $4,108-88.4% | $2,790-82.9% |
| Participant deferral / active EE | $5,426 | $3,003+80.7% | $4,304+26.1% | $4,249+27.7% |
| Admin fee / account holder | $7,008 | $4,901+43.0% | $10,000-29.9% | $8,951-21.7% |