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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 | $47,362 | $54,541-13.2% | $78,778-39.9% | $70,126-32.5% |
| Participation rate | 20.5% | 60.8%-40.3pp | 69.2%-48.7pp | 69.5%-49.1pp |
| Annual return | 14.15% | 21.07%-6.9pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $220 | $1,089-79.8% | $1,986-88.9% | $2,343-90.6% |
| Participant deferral / active EE | $2,076 | $2,210-6.1% | $2,958-29.8% | $3,332-37.7% |
| Admin fee / account holder | $956 | $3,709-74.2% | $5,134-81.4% | $4,645-79.4% |