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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 | $49,164 | $54,763-10.2% | $90,324-45.6% | $72,976-32.6% |
| Participation rate | 47.1% | 65.2%-18.1pp | 73.3%-26.2pp | 69.5%-22.4pp |
| Annual return | 24.41% | 30.63%-6.2pp | 78.15%-53.7pp | 81.02%-56.6pp |
| Employer contribution / active EE | $477 | $2,093-77.2% | $2,856-83.3% | $2,440-80.5% |
| Participant deferral / active EE | $1,451 | $2,887-49.7% | $3,885-62.6% | $3,608-59.8% |
| Admin fee / account holder | $1,375 | $3,973-65.4% | $5,356-74.3% | $5,124-73.2% |