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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 | $48,848 | $59,220-17.5% | $96,570-49.4% | $79,391-38.5% |
| Participation rate | 59.8% | 61.9%-2.1pp | 69.8%-10.0pp | 70.7%-10.9pp |
| Annual return | 14.17% | 27.08%-12.9pp | 37.79%-23.6pp | 116.88%-102.7pp |
| Employer contribution / active EE | $814 | $1,216-33.1% | $2,357-65.5% | $2,428-66.5% |
| Participant deferral / active EE | $2,328 | $2,948-21.0% | $3,849-39.5% | $4,046-42.5% |
| Admin fee / account holder | $1,808 | $659+174.6% | $6,182-70.8% | $627+188.6% |