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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 | $45,638 | $52,580-13.2% | $71,671-36.3% | $70,126-34.9% |
| Participation rate | 47.5% | 60.9%-13.4pp | 68.7%-21.2pp | 69.5%-22.0pp |
| Annual return | 16.34% | 20.25%-3.9pp | 20.65%-4.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $363 | $1,616-77.6% | $2,460-85.3% | $2,343-84.5% |
| Participant deferral / active EE | $1,965 | $2,386-17.6% | $3,438-42.8% | $3,332-41.0% |
| Admin fee / account holder | $1,102 | $3,653-69.8% | $5,558-80.2% | $4,645-76.3% |