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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 | $48,533 | $90,486-46.4% | $78,676-38.3% | $273,972-82.3% |
| Participation rate | 52.4% | 76.5%-24.1pp | 73.6%-21.2pp | 83.0%-30.6pp |
| Annual return | 4.47% | 75.62%-71.2pp | 62.19%-57.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $146 | $3,175-95.4% | $2,850-94.9% | $4,869-97.0% |
| Participant deferral / active EE | $1,473 | $3,901-62.2% | $3,517-58.1% | $5,287-72.1% |
| Admin fee / account holder | $1,161 | $5,263-77.9% | $4,510-74.3% | $10,133-88.5% |