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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 | $47,605 | $72,492-34.3% | $87,102-45.3% | $72,983-34.8% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 20.45% | 24.46%-4.0pp | 28.19%-7.7pp | 81.01%-60.6pp |
| Employer contribution / active EE | $665 | $1,894-64.9% | $2,521-73.6% | $2,440-72.7% |
| Participant deferral / active EE | $2,059 | $3,270-37.0% | $4,048-49.1% | $3,608-42.9% |
| Admin fee / account holder | $3,365 | $5,055-33.4% | $7,491-55.1% | $5,124-34.3% |