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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 | $47,151 | $72,273-34.8% | $101,275-53.4% | $79,856-41.0% |
| Participation rate | 47.3% | 68.5%-21.2pp | 75.8%-28.5pp | 69.6%-22.4pp |
| Annual return | 18.60% | 22.30%-3.7pp | 46.48%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,064 | $2,691-60.5% | $3,660-70.9% | $2,471-56.9% |
| Participant deferral / active EE | $2,912 | $3,282-11.3% | $4,371-33.4% | $3,741-22.1% |
| Admin fee / account holder | $1,482 | $4,401-66.3% | $5,948-75.1% | $5,306-72.1% |