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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 | $49,363 | $81,331-39.3% | $155,534-68.3% | $80,935-39.0% |
| Participation rate | 47.8% | 66.3%-18.4pp | 78.2%-30.4pp | 67.7%-19.8pp |
| Annual return | 15.52% | 33.37%-17.9pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $892 | $3,105-71.3% | $4,675-80.9% | $2,757-67.7% |
| Participant deferral / active EE | $1,719 | $3,454-50.2% | $5,630-69.5% | $4,299-60.0% |
| Admin fee / account holder | $2,943 | $7,999-63.2% | $15,900-81.5% | $6,924-57.5% |