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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 | $48,792 | $62,672-22.1% | $185,117-73.6% | $70,126-30.4% |
| Participation rate | 43.3% | 63.8%-20.5pp | 77.3%-34.0pp | 69.5%-26.3pp |
| Annual return | 17.50% | 40.79%-23.3pp | 40.50%-23.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $987 | $1,753-43.7% | $4,182-76.4% | $2,343-57.8% |
| Participant deferral / active EE | $2,461 | $3,272-24.8% | $5,045-51.2% | $3,332-26.1% |
| Admin fee / account holder | $8,476 | $3,932+115.6% | $8,159+3.9% | $4,645+82.4% |