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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 | $48,210 | $57,057-15.5% | $85,009-43.3% | $80,874-40.4% |
| Participation rate | 30.9% | 56.4%-25.5pp | 67.5%-36.6pp | 67.6%-36.7pp |
| Annual return | 15.02% | 21.66%-6.6pp | 66.47%-51.5pp | 35.62%-20.6pp |
| Employer contribution / active EE | $368 | $1,799-79.6% | $2,728-86.5% | $2,756-86.7% |
| Participant deferral / active EE | $890 | $3,112-71.4% | $4,522-80.3% | $4,297-79.3% |
| Admin fee / account holder | $2,565 | $4,986-48.5% | $6,153-58.3% | $6,935-63.0% |