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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 | $47,735 | $79,557-40.0% | $118,746-59.8% | $70,126-31.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.3%-28.3pp | 69.5%-19.5pp |
| Annual return | 13.91% | 25.64%-11.7pp | 24.54%-10.6pp | 73.15%-59.2pp |
| Employer contribution / active EE | $727 | $2,861-74.6% | $4,193-82.6% | $2,343-68.9% |
| Participant deferral / active EE | $2,244 | $4,089-45.1% | $5,332-57.9% | $3,332-32.7% |
| Admin fee / account holder | $6,561 | $5,374+22.1% | $10,720-38.8% | $4,645+41.2% |