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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 | $47,256 | $58,848-19.7% | $88,179-46.4% | $82,637-42.8% |
| Participation rate | 56.0% | 57.9%-1.9pp | 69.1%-13.1pp | 68.1%-12.1pp |
| Annual return | 16.29% | 22.76%-6.5pp | 64.97%-48.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $636 | $1,678-62.1% | $2,549-75.1% | $2,552-75.1% |
| Participant deferral / active EE | $2,105 | $3,124-32.6% | $4,614-54.4% | $4,126-49.0% |
| Admin fee / account holder | $338 | $4,795-93.0% | $7,673-95.6% | $7,339-95.4% |