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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 | $48,917 | $52,884-7.5% | $84,753-42.3% | $55,167-11.3% |
| Participation rate | 37.8% | 67.5%-29.7pp | 76.6%-38.8pp | 69.0%-31.2pp |
| Annual return | 9.19% | 18.03%-8.8pp | 22.78%-13.6pp | 169.23%-160.0pp |
| Employer contribution / active EE | $848 | $2,233-62.0% | $3,574-76.3% | $1,963-56.8% |
| Participant deferral / active EE | $1,467 | $2,644-44.5% | $3,712-60.5% | $3,054-52.0% |
| Admin fee / account holder | $1,199 | $581+106.5% | $5,333-77.5% | $504+138.0% |