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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 | $77,814-38.4% | $158,223-69.7% | $86,983-44.9% |
| Participation rate | 55.8% | 68.4%-12.6pp | 79.2%-23.4pp | 69.5%-13.8pp |
| Annual return | 13.52% | 30.54%-17.0pp | 52.09%-38.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $846 | $2,592-67.3% | $4,109-79.4% | $2,584-67.2% |
| Participant deferral / active EE | $1,280 | $3,270-60.9% | $5,467-76.6% | $4,194-69.5% |
| Admin fee / account holder | $3,990 | $5,879-32.1% | $16,047-75.1% | $7,856-49.2% |