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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 | $47,306 | $138,386-65.8% | $184,260-74.3% | $80,935-41.6% |
| Participation rate | 46.4% | 83.9%-37.5pp | 86.8%-40.4pp | 67.7%-21.2pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.84%-15.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,585 | $4,851-46.7% | $6,427-59.8% | $2,757-6.2% |
| Participant deferral / active EE | $3,425 | $7,076-51.6% | $9,133-62.5% | $4,299-20.3% |
| Admin fee / account holder | $9,699 | $10,489-7.5% | $13,898-30.2% | $6,924+40.1% |