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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 | $47,443 | $56,110-15.4% | $94,993-50.1% | $70,126-32.3% |
| Participation rate | 16.9% | 65.0%-48.1pp | 73.9%-57.0pp | 69.5%-52.6pp |
| Annual return | 19.88% | 51.02%-31.1pp | 27.14%-7.3pp | 73.15%-53.3pp |
| Employer contribution / active EE | $594 | $1,442-58.8% | $2,603-77.2% | $2,343-74.7% |
| Participant deferral / active EE | $1,876 | $2,391-21.5% | $3,317-43.4% | $3,332-43.7% |
| Admin fee / account holder | $620 | $3,456-82.1% | $4,960-87.5% | $4,645-86.7% |