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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 | $46,455 | $80,705-42.4% | $115,768-59.9% | $67,986-31.7% |
| Participation rate | 48.7% | 63.0%-14.3pp | 74.4%-25.7pp | 57.2%-8.5pp |
| Annual return | 19.56% | 18.49%+1.1pp | 100.46%-80.9pp | 31.67%-12.1pp |
| Employer contribution / active EE | $862 | $2,046-57.9% | $2,940-70.7% | $2,019-57.3% |
| Participant deferral / active EE | $2,362 | $3,559-33.6% | $4,917-52.0% | $3,358-29.7% |
| Admin fee / account holder | $12,442 | $4,135+200.9% | $12,4390% | $3,203+288.4% |