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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 | $48,722 | $57,140-14.7% | $85,240-42.8% | $80,959-39.8% |
| Participation rate | 44.2% | 56.4%-12.2pp | 67.5%-23.3pp | 67.7%-23.4pp |
| Annual return | 10.87% | 21.71%-10.8pp | 66.75%-55.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $572 | $1,802-68.2% | $2,735-79.1% | $2,757-79.2% |
| Participant deferral / active EE | $1,317 | $3,115-57.7% | $4,527-70.9% | $4,300-69.4% |
| Admin fee / account holder | $4,281 | $4,992-14.2% | $6,165-30.6% | $6,925-38.2% |