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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 | $49,433 | $58,851-16.0% | $115,170-57.1% | $72,975-32.3% |
| Participation rate | 42.9% | 65.5%-22.7pp | 75.9%-33.1pp | 69.5%-26.6pp |
| Annual return | 21.93% | 23.16%-1.2pp | 35.60%-13.7pp | 81.01%-59.1pp |
| Employer contribution / active EE | $520 | $1,798-71.1% | $3,179-83.6% | $2,440-78.7% |
| Participant deferral / active EE | $1,354 | $2,643-48.8% | $4,169-67.5% | $3,608-62.5% |
| Admin fee / account holder | $393 | $6,370-93.8% | $7,089-94.4% | $5,124-92.3% |