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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 | $48,176 | $79,955-39.7% | $98,461-51.1% | $75,173-35.9% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.2%-38.5pp | 67.2%-30.5pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.17%-7.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $813 | $2,264-64.1% | $3,049-73.3% | $2,671-69.6% |
| Participant deferral / active EE | $2,575 | $3,752-31.4% | $4,738-45.6% | $4,126-37.6% |
| Admin fee / account holder | $539 | $6,841-92.1% | $8,961-94.0% | $5,651-90.5% |