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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 | $47,267 | $91,198-48.2% | $178,503-73.5% | $79,856-40.8% |
| Participation rate | 49.1% | 69.2%-20.2pp | 81.9%-32.9pp | 69.6%-20.6pp |
| Annual return | 13.14% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $643 | $3,257-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $990 | $3,237-69.4% | $5,202-81.0% | $3,741-73.5% |
| Admin fee / account holder | $1,686 | $6,748-75.0% | $13,987-87.9% | $5,306-68.2% |