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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 | $48,141 | $86,940-44.6% | $102,434-53.0% | $80,935-40.5% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.7%-22.7pp |
| Annual return | 13.53% | 18.89%-5.4pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $926 | $2,370-60.9% | $3,023-69.4% | $2,757-66.4% |
| Participant deferral / active EE | $2,874 | $4,121-30.3% | $5,055-43.2% | $4,299-33.2% |
| Admin fee / account holder | $1,804 | $8,047-77.6% | $9,462-80.9% | $6,924-74.0% |