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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 | $47,650 | $94,439-49.5% | $73,658-35.3% | $154,746-69.2% |
| Participation rate | 26.1% | 64.7%-38.6pp | 57.0%-31.0pp | 80.7%-54.6pp |
| Annual return | 14.70% | 28.25%-13.5pp | 29.72%-15.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $768 | $1,257-38.9% | $1,032-25.6% | $4,379-82.5% |
| Participant deferral / active EE | $1,727 | $2,527-31.7% | $2,062-16.2% | $6,730-74.3% |
| Admin fee / account holder | $4,020 | $3,843+4.6% | $3,357+19.8% | $14,365-72.0% |