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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 | $47,335 | $76,407-38.0% | $150,298-68.5% | $82,448-42.6% |
| Participation rate | 8.1% | 66.4%-58.3pp | 77.8%-69.7pp | 68.1%-60.0pp |
| Annual return | 17.43% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $832 | $2,614-68.2% | $4,154-80.0% | $2,551-67.4% |
| Participant deferral / active EE | $1,961 | $3,214-39.0% | $5,453-64.0% | $4,139-52.6% |
| Admin fee / account holder | $3,086 | $6,352-51.4% | $14,116-78.1% | $7,234-57.3% |