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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 | $47,154 | $78,690-40.1% | $161,489-70.8% | $87,485-46.1% |
| Participation rate | 52.3% | 67.5%-15.1pp | 78.7%-26.4pp | 68.9%-16.6pp |
| Annual return | 16.28% | 32.74%-16.5pp | 89.72%-73.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $983 | $2,588-62.0% | $4,268-77.0% | $2,596-62.1% |
| Participant deferral / active EE | $1,574 | $3,311-52.5% | $5,630-72.0% | $4,274-63.2% |
| Admin fee / account holder | $4,663 | $6,724-30.7% | $16,006-70.9% | $7,775-40.0% |