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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 | $47,050 | $67,602-30.4% | $82,312-42.8% | $70,126-32.9% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.2pp |
| Annual return | 15.29% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $445 | $1,755-74.6% | $2,428-81.7% | $2,343-81.0% |
| Participant deferral / active EE | $1,348 | $2,987-54.9% | $3,706-63.6% | $3,332-59.5% |
| Admin fee / account holder | $1,049 | $4,512-76.8% | $5,608-81.3% | $4,645-77.4% |