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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 | $44,936 | $71,215-36.9% | $93,696-52.0% | $80,935-44.5% |
| Participation rate | 52.3% | 60.4%-8.1pp | 68.7%-16.4pp | 67.7%-15.4pp |
| Annual return | 12.00% | 11.27%+0.7pp | 133.74%-121.7pp | 35.66%-23.7pp |
| Employer contribution / active EE | $526 | $1,565-66.4% | $2,422-78.3% | $2,757-80.9% |
| Participant deferral / active EE | $2,526 | $4,037-37.4% | $4,417-42.8% | $4,299-41.3% |
| Admin fee / account holder | $6,824 | $6,958-1.9% | $8,287-17.6% | $6,924-1.4% |