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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 | $57,057-14.6% | $85,009-42.7% | $80,874-39.8% |
| Participation rate | 44.2% | 56.4%-12.1pp | 67.5%-23.3pp | 67.6%-23.4pp |
| Annual return | 10.87% | 21.66%-10.8pp | 66.47%-55.6pp | 35.62%-24.7pp |
| Employer contribution / active EE | $572 | $1,799-68.2% | $2,728-79.0% | $2,756-79.2% |
| Participant deferral / active EE | $1,317 | $3,112-57.7% | $4,522-70.9% | $4,297-69.3% |
| Admin fee / account holder | $4,281 | $4,986-14.1% | $6,153-30.4% | $6,935-38.3% |