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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 | $138,366-65.8% | $184,185-74.3% | $80,911-41.5% |
| Participation rate | 46.4% | 83.9%-37.4pp | 86.8%-40.4pp | 67.6%-21.2pp |
| Annual return | 13.16% | 20.02%-6.9pp | 28.81%-15.7pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,585 | $4,849-46.7% | $6,426-59.8% | $2,756-6.2% |
| Participant deferral / active EE | $3,425 | $7,074-51.6% | $9,132-62.5% | $4,297-20.3% |
| Admin fee / account holder | $9,699 | $10,484-7.5% | $13,909-30.3% | $6,935+39.9% |