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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 | $42,857 | $88,042-51.3% | $138,135-69.0% | $79,852-46.3% |
| Participation rate | 48.9% | 71.4%-22.5pp | 78.7%-29.8pp | 69.6%-20.7pp |
| Annual return | 17.61% | 20.58%-3.0pp | 20.51%-2.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $868 | $3,103-72.0% | $5,587-84.5% | $2,471-64.9% |
| Participant deferral / active EE | $2,278 | $4,704-51.6% | $6,431-64.6% | $3,740-39.1% |
| Admin fee / account holder | $3,965 | $7,791-49.1% | $11,856-66.6% | $5,306-25.3% |