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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 | $47,860 | $54,541-12.2% | $78,778-39.2% | $70,126-31.8% |
| Participation rate | 44.4% | 60.8%-16.4pp | 69.2%-24.7pp | 69.5%-25.1pp |
| Annual return | 16.00% | 21.07%-5.1pp | 35.62%-19.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $543 | $1,089-50.1% | $1,986-72.6% | $2,343-76.8% |
| Participant deferral / active EE | $1,476 | $2,210-33.2% | $2,958-50.1% | $3,332-55.7% |
| Admin fee / account holder | $1,351 | $3,709-63.6% | $5,134-73.7% | $4,645-70.9% |