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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 | $49,216 | $77,908-36.8% | $149,696-67.1% | $75,173-34.5% |
| Participation rate | 47.5% | 65.6%-18.0pp | 78.8%-31.2pp | 67.2%-19.7pp |
| Annual return | 13.55% | 31.73%-18.2pp | 134.46%-120.9pp | 160.72%-147.2pp |
| Employer contribution / active EE | $875 | $3,138-72.1% | $4,821-81.9% | $2,671-67.3% |
| Participant deferral / active EE | $1,517 | $3,411-55.5% | $5,682-73.3% | $4,126-63.2% |
| Admin fee / account holder | $3,170 | $5,950-46.7% | $13,212-76.0% | $5,651-43.9% |