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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 | $46,005 | $61,391-25.1% | $149,723-69.3% | $71,529-35.7% |
| Participation rate | 44.5% | 62.5%-18.0pp | 78.8%-34.2pp | 67.9%-23.4pp |
| Annual return | 17.10% | 35.88%-18.8pp | 134.50%-117.4pp | 28.97%-11.9pp |
| Employer contribution / active EE | $648 | $2,384-72.8% | $4,821-86.6% | $2,590-75.0% |
| Participant deferral / active EE | $2,215 | $2,921-24.2% | $5,682-61.0% | $4,291-48.4% |
| Admin fee / account holder | $4,501 | $1,264+256.1% | $13,215-65.9% | $1,588+183.4% |