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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 | $47,041 | $54,541-13.8% | $78,778-40.3% | $70,126-32.9% |
| Participation rate | 55.8% | 60.8%-5.0pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 20.32% | 21.07%-0.8pp | 35.62%-15.3pp | 73.15%-52.8pp |
| Employer contribution / active EE | $587 | $1,089-46.1% | $1,986-70.5% | $2,343-75.0% |
| Participant deferral / active EE | $1,591 | $2,210-28.0% | $2,958-46.2% | $3,332-52.3% |
| Admin fee / account holder | $1,189 | $3,709-67.9% | $5,134-76.8% | $4,645-74.4% |