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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 | $47,813 | $83,485-42.7% | $125,192-61.8% | $72,975-34.5% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.2pp | 69.5%-9.9pp |
| Annual return | 17.64% | 25.77%-8.1pp | 43.79%-26.1pp | 81.01%-63.4pp |
| Employer contribution / active EE | $692 | $2,346-70.5% | $3,866-82.1% | $2,440-71.6% |
| Participant deferral / active EE | $2,073 | $3,586-42.2% | $4,937-58.0% | $3,608-42.5% |
| Admin fee / account holder | $339 | $5,518-93.9% | $9,704-96.5% | $5,124-93.4% |