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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 | $49,837 | $65,364-23.8% | $92,909-46.4% | $72,975-31.7% |
| Participation rate | 43.8% | 68.3%-24.6pp | 76.0%-32.3pp | 69.5%-25.7pp |
| Annual return | 19.03% | 42.11%-23.1pp | 109.44%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $911 | $2,594-64.9% | $3,653-75.1% | $2,440-62.7% |
| Participant deferral / active EE | $1,852 | $3,128-40.8% | $4,238-56.3% | $3,608-48.7% |
| Admin fee / account holder | $586 | $4,251-86.2% | $5,795-89.9% | $5,124-88.6% |