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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 | $76,383-39.2% | $121,663-61.8% | $64,340-27.8% |
| Participation rate | 48.7% | 60.4%-11.7pp | 74.5%-25.8pp | 55.2%-6.5pp |
| Annual return | 19.56% | 16.98%+2.6pp | 147.54%-128.0pp | 24.14%-4.6pp |
| Employer contribution / active EE | $862 | $1,943-55.6% | $3,020-71.5% | $1,862-53.7% |
| Participant deferral / active EE | $2,362 | $3,149-25.0% | $4,887-51.7% | $2,980-20.7% |
| Admin fee / account holder | $12,442 | $4,142+200.4% | $14,289-12.9% | $3,703+236.0% |