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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 | $48,906 | $72,027-32.1% | $185,835-73.7% | $79,852-38.8% |
| Participation rate | 24.3% | 65.8%-41.4pp | 78.0%-53.7pp | 69.6%-45.3pp |
| Annual return | 12.67% | 23.13%-10.5pp | 35.96%-23.3pp | 31.72%-19.1pp |
| Employer contribution / active EE | $746 | $1,965-62.1% | $4,087-81.8% | $2,471-69.8% |
| Participant deferral / active EE | $2,479 | $3,780-34.4% | $5,633-56.0% | $3,740-33.7% |
| Admin fee / account holder | $5,686 | $4,513+26.0% | $9,502-40.2% | $5,306+7.2% |