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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 | $38,710 | $81,358-52.4% | $155,556-75.1% | $80,959-52.2% |
| Participation rate | 49.5% | 66.3%-16.8pp | 78.2%-28.8pp | 67.7%-18.2pp |
| Annual return | 12.07% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $854 | $3,106-72.5% | $4,675-81.7% | $2,757-69.0% |
| Participant deferral / active EE | $1,811 | $3,455-47.6% | $5,631-67.8% | $4,300-57.9% |
| Admin fee / account holder | $3,458 | $7,994-56.7% | $15,885-78.2% | $6,925-50.1% |