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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 | $46,390 | $49,255-5.8% | $70,494-34.2% | $79,856-41.9% |
| Participation rate | 15.2% | 69.2%-53.9pp | 75.1%-59.8pp | 69.6%-54.4pp |
| Annual return | 23.66% | 30.10%-6.4pp | 109.16%-85.5pp | 31.71%-8.0pp |
| Employer contribution / active EE | $474 | $2,100-77.4% | $2,738-82.7% | $2,471-80.8% |
| Participant deferral / active EE | $892 | $2,768-67.8% | $3,711-76.0% | $3,741-76.2% |
| Admin fee / account holder | $4,522 | $2,879+57.1% | $3,848+17.5% | $5,306-14.8% |