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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 | $48,216 | $71,215-32.3% | $93,696-48.5% | $80,935-40.4% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-29.0pp |
| Annual return | 11.55% | 11.27%+0.3pp | 133.74%-122.2pp | 35.66%-24.1pp |
| Employer contribution / active EE | $819 | $1,565-47.7% | $2,422-66.2% | $2,757-70.3% |
| Participant deferral / active EE | $3,281 | $4,037-18.7% | $4,417-25.7% | $4,299-23.7% |
| Admin fee / account holder | $4,700 | $6,958-32.5% | $8,287-43.3% | $6,924-32.1% |