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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 | $47,317 | $58,627-19.3% | $76,735-38.3% | $82,448-42.6% |
| Participation rate | 51.9% | 63.2%-11.4pp | 69.5%-17.6pp | 68.1%-16.2pp |
| Annual return | 14.22% | 39.10%-24.9pp | 29.77%-15.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $595 | $1,729-65.6% | $2,454-75.8% | $2,551-76.7% |
| Participant deferral / active EE | $3,514 | $3,134+12.1% | $4,088-14.0% | $4,139-15.1% |
| Admin fee / account holder | $2,513 | $5,323-52.8% | $7,189-65.0% | $7,234-65.3% |