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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 | $46,789 | $52,580-11.0% | $71,671-34.7% | $70,126-33.3% |
| Participation rate | 39.8% | 60.9%-21.1pp | 68.7%-29.0pp | 69.5%-29.8pp |
| Annual return | 16.92% | 20.25%-3.3pp | 20.65%-3.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $531 | $1,616-67.2% | $2,460-78.4% | $2,343-77.4% |
| Participant deferral / active EE | $1,039 | $2,386-56.4% | $3,438-69.8% | $3,332-68.8% |
| Admin fee / account holder | $1,028 | $3,653-71.9% | $5,558-81.5% | $4,645-77.9% |