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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 | $46,019 | $63,433-27.5% | $63,803-27.9% | $64,097-28.2% |
| Participation rate | 58.3% | 65.0%-6.8pp | 72.7%-14.4pp | 55.2%+3.1pp |
| Annual return | 12.80% | 20.74%-7.9pp | 543.72%-530.9pp | 34.64%-21.8pp |
| Employer contribution / active EE | $788 | $2,332-66.2% | $2,532-68.9% | $1,891-58.4% |
| Participant deferral / active EE | $1,361 | $3,119-56.3% | $3,843-64.6% | $3,080-55.8% |
| Admin fee / account holder | $910 | $1,489-38.9% | $5,196-82.5% | $3,454-73.7% |