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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 | $48,547 | $73,787-34.2% | $98,716-50.8% | $82,448-41.1% |
| Participation rate | 42.6% | 61.4%-18.8pp | 69.3%-26.7pp | 68.1%-25.5pp |
| Annual return | 13.68% | 18.57%-4.9pp | 31.81%-18.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $366 | $1,511-75.8% | $2,279-83.9% | $2,551-85.7% |
| Participant deferral / active EE | $2,439 | $3,081-20.9% | $4,048-39.7% | $4,139-41.1% |
| Admin fee / account holder | $404 | $6,500-93.8% | $8,703-95.4% | $7,234-94.4% |