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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 | $37,257 | $65,246-42.9% | $98,716-62.3% | $67,986-45.2% |
| Participation rate | 47.5% | 51.4%-3.9pp | 69.3%-21.8pp | 57.2%-9.7pp |
| Annual return | 15.05% | 20.58%-5.5pp | 31.81%-16.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $235 | $1,042-77.4% | $2,279-89.7% | $2,019-88.3% |
| Participant deferral / active EE | $1,505 | $2,594-42.0% | $4,048-62.8% | $3,358-55.2% |
| Admin fee / account holder | $1,248 | $4,561-72.6% | $8,703-85.7% | $3,203-61.0% |