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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 | $57,798 | $63,861-9.5% | $104,625-44.8% | $79,852-27.6% |
| Participation rate | 47.5% | 64.9%-17.5pp | 74.1%-26.6pp | 69.6%-22.2pp |
| Annual return | 12.66% | 21.30%-8.6pp | 340.60%-327.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $455 | $1,588-71.3% | $2,681-83.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,382 | $2,693-48.7% | $3,738-63.0% | $3,740-63.1% |
| Admin fee / account holder | $4,401 | $4,185+5.2% | $6,465-31.9% | $5,306-17.1% |