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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 | $47,311 | $78,428-39.7% | $95,960-50.7% | $79,852-40.8% |
| Participation rate | 40.5% | 73.5%-33.0pp | 77.1%-36.6pp | 69.6%-29.2pp |
| Annual return | 14.21% | 19.37%-5.2pp | 91.63%-77.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $871 | $1,945-55.2% | $2,541-65.7% | $2,471-64.8% |
| Participant deferral / active EE | $1,689 | $3,440-50.9% | $4,167-59.5% | $3,740-54.8% |
| Admin fee / account holder | $3,883 | $5,622-30.9% | $6,797-42.9% | $5,306-26.8% |