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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 | $48,120 | $57,590-16.4% | $86,233-44.2% | $82,448-41.6% |
| Participation rate | 18.5% | 57.9%-39.3pp | 69.0%-50.5pp | 68.1%-49.5pp |
| Annual return | 35.17% | 22.41%+12.8pp | 61.39%-26.2pp | 41.64%-6.5pp |
| Employer contribution / active EE | $601 | $1,655-63.7% | $2,504-76.0% | $2,551-76.4% |
| Participant deferral / active EE | $997 | $3,080-67.6% | $4,559-78.1% | $4,139-75.9% |
| Admin fee / account holder | $3,375 | $4,730-28.7% | $8,342-59.5% | $7,234-53.4% |