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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 | $45,021 | $78,670-42.8% | $109,173-58.8% | $85,847-47.6% |
| Participation rate | 48.5% | 68.3%-19.8pp | 75.9%-27.4pp | 69.3%-20.8pp |
| Annual return | 13.00% | 25.09%-12.1pp | 25.75%-12.8pp | 318.61%-305.6pp |
| Employer contribution / active EE | $921 | $2,734-66.3% | $3,723-75.3% | $2,565-64.1% |
| Participant deferral / active EE | $1,674 | $3,467-51.7% | $4,654-64.0% | $3,952-57.6% |
| Admin fee / account holder | $10,449 | $5,469+91.0% | $6,755+54.7% | $6,261+66.9% |