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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 | $49,397 | $58,851-16.1% | $115,167-57.1% | $72,976-32.3% |
| Participation rate | 44.9% | 65.5%-20.6pp | 75.9%-31.0pp | 69.5%-24.5pp |
| Annual return | 23.46% | 23.16%+0.3pp | 35.60%-12.1pp | 81.02%-57.6pp |
| Employer contribution / active EE | $614 | $1,798-65.9% | $3,179-80.7% | $2,440-74.8% |
| Participant deferral / active EE | $1,585 | $2,643-40.0% | $4,169-62.0% | $3,608-56.1% |
| Admin fee / account holder | $1,274 | $6,370-80.0% | $7,089-82.0% | $5,124-75.1% |