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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 | $45,605 | $87,037-47.6% | $106,201-57.1% | $80,874-43.6% |
| Participation rate | 48.2% | 70.4%-22.2pp | 75.3%-27.1pp | 67.6%-19.4pp |
| Annual return | 14.54% | 17.05%-2.5pp | 116.26%-101.7pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,029 | $2,396-57.1% | $3,170-67.6% | $2,756-62.7% |
| Participant deferral / active EE | $2,600 | $3,986-34.8% | $5,012-48.1% | $4,297-39.5% |
| Admin fee / account holder | $5,194 | $8,434-38.4% | $11,039-53.0% | $6,935-25.1% |