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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 | $46,616 | $63,354-26.4% | $94,105-50.5% | $82,637-43.6% |
| Participation rate | 47.5% | 63.8%-16.3pp | 71.9%-24.4pp | 68.1%-20.6pp |
| Annual return | 15.07% | 34.36%-19.3pp | 204.55%-189.5pp | 53.51%-38.4pp |
| Employer contribution / active EE | $403 | $1,760-77.1% | $2,504-83.9% | $2,552-84.2% |
| Participant deferral / active EE | $1,732 | $2,873-39.7% | $3,881-55.4% | $4,126-58.0% |
| Admin fee / account holder | $1,213 | $5,073-76.1% | $6,199-80.4% | $7,339-83.5% |