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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 | $48,830 | $65,027-24.9% | $90,970-46.3% | $79,852-38.8% |
| Participation rate | 40.5% | 61.6%-21.1pp | 69.0%-28.5pp | 69.6%-29.1pp |
| Annual return | 18.21% | 30.45%-12.2pp | 134.58%-116.4pp | 31.72%-13.5pp |
| Employer contribution / active EE | $834 | $1,247-33.1% | $2,122-60.7% | $2,471-66.2% |
| Participant deferral / active EE | $1,546 | $2,512-38.5% | $3,373-54.2% | $3,740-58.7% |
| Admin fee / account holder | $3,283 | $4,535-27.6% | $5,960-44.9% | $5,306-38.1% |