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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 | $46,835 | $86,940-46.1% | $102,434-54.3% | $80,935-42.1% |
| Participation rate | 54.8% | 72.4%-17.6pp | 76.5%-21.7pp | 67.7%-12.9pp |
| Annual return | 11.90% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $954 | $2,370-59.7% | $3,023-68.4% | $2,757-65.4% |
| Participant deferral / active EE | $3,972 | $4,121-3.6% | $5,055-21.4% | $4,299-7.6% |
| Admin fee / account holder | $2,097 | $8,047-73.9% | $9,462-77.8% | $6,924-69.7% |