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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 | $48,546 | $61,356-20.9% | $149,696-67.6% | $71,511-32.1% |
| Participation rate | 44.3% | 62.5%-18.3pp | 78.8%-34.5pp | 67.9%-23.7pp |
| Annual return | 15.61% | 35.86%-20.3pp | 134.46%-118.9pp | 28.86%-13.2pp |
| Employer contribution / active EE | $553 | $2,382-76.8% | $4,821-88.5% | $2,589-78.6% |
| Participant deferral / active EE | $1,636 | $2,920-44.0% | $5,682-71.2% | $4,291-61.9% |
| Admin fee / account holder | $2,331 | $1,263+84.5% | $13,212-82.4% | $1,588+46.7% |