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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 | $47,186 | $54,573-13.5% | $90,970-48.1% | $73,493-35.8% |
| Participation rate | 33.6% | 61.2%-27.6pp | 69.0%-35.4pp | 70.7%-37.1pp |
| Annual return | 13.66% | 16.69%-3.0pp | 134.58%-120.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $619 | $991-37.6% | $2,122-70.8% | $2,270-72.7% |
| Participant deferral / active EE | $1,357 | $2,517-46.1% | $3,373-59.8% | $3,740-63.7% |
| Admin fee / account holder | $1,470 | $521+182.0% | $5,960-75.3% | $513+186.5% |