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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 | $49,214 | $81,504-39.6% | $102,437-52.0% | $80,959-39.2% |
| Participation rate | 48.0% | 66.9%-18.9pp | 74.5%-26.5pp | 67.7%-19.7pp |
| Annual return | 12.16% | 25.60%-13.4pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $932 | $3,104-70.0% | $3,871-75.9% | $2,757-66.2% |
| Participant deferral / active EE | $4,026 | $3,871+4.0% | $5,060-20.4% | $4,300-6.4% |
| Admin fee / account holder | $2,079 | $6,719-69.1% | $8,388-75.2% | $6,925-70.0% |