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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 | $48,231 | $75,541-36.2% | $152,093-68.3% | $82,637-41.6% |
| Participation rate | 42.9% | 66.5%-23.7pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 19.70% | 32.56%-12.9pp | 66.36%-46.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $534 | $2,622-79.6% | $4,175-87.2% | $2,552-79.1% |
| Participant deferral / active EE | $3,868 | $3,206+20.7% | $5,451-29.0% | $4,126-6.3% |
| Admin fee / account holder | $4,190 | $6,405-34.6% | $14,497-71.1% | $7,339-42.9% |