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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 | $48,682 | $56,110-13.2% | $94,993-48.8% | $70,126-30.6% |
| Participation rate | 30.4% | 65.0%-34.6pp | 73.9%-43.4pp | 69.5%-39.1pp |
| Annual return | 13.83% | 51.02%-37.2pp | 27.14%-13.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $653 | $1,442-54.7% | $2,603-74.9% | $2,343-72.1% |
| Participant deferral / active EE | $1,980 | $2,391-17.2% | $3,317-40.3% | $3,332-40.6% |
| Admin fee / account holder | $5,729 | $3,456+65.8% | $4,960+15.5% | $4,645+23.3% |