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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 | $53,522 | $72,272-25.9% | $101,264-47.1% | $79,858-33.0% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 13.68% | 22.30%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $954 | $2,692-64.6% | $3,660-73.9% | $2,471-61.4% |
| Participant deferral / active EE | $1,689 | $3,282-48.5% | $4,370-61.4% | $3,740-54.8% |
| Admin fee / account holder | $360 | $4,401-91.8% | $5,947-94.0% | $5,306-93.2% |