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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 | $47,936 | $76,407-37.3% | $150,298-68.1% | $82,448-41.9% |
| Participation rate | 55.8% | 66.4%-10.6pp | 77.8%-22.0pp | 68.1%-12.3pp |
| Annual return | 13.52% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $846 | $2,614-67.6% | $4,154-79.6% | $2,551-66.8% |
| Participant deferral / active EE | $1,280 | $3,214-60.2% | $5,453-76.5% | $4,139-69.1% |
| Admin fee / account holder | $3,990 | $6,352-37.2% | $14,116-71.7% | $7,234-44.8% |