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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 | $48,701 | $71,215-31.6% | $93,696-48.0% | $80,935-39.8% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.3pp | 67.7%-35.2pp |
| Annual return | 10.98% | 11.27%-0.3pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $833 | $1,565-46.8% | $2,422-65.6% | $2,757-69.8% |
| Participant deferral / active EE | $2,374 | $4,037-41.2% | $4,417-46.2% | $4,299-44.8% |
| Admin fee / account holder | $2,439 | $6,958-64.9% | $8,287-70.6% | $6,924-64.8% |