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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 | $75,807-38.5% | $116,096-59.8% | $86,983-46.4% |
| Participation rate | 47.5% | 66.9%-19.4pp | 73.3%-25.8pp | 69.5%-22.0pp |
| Annual return | 15.07% | 18.57%-3.5pp | 326.25%-311.2pp | 25.83%-10.8pp |
| Employer contribution / active EE | $403 | $1,892-78.7% | $2,503-83.9% | $2,584-84.4% |
| Participant deferral / active EE | $1,732 | $3,212-46.1% | $3,952-56.2% | $4,194-58.7% |
| Admin fee / account holder | $1,213 | $6,659-81.8% | $7,704-84.2% | $7,856-84.6% |