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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 | $46,315 | $47,848-3.2% | $81,473-43.2% | $70,124-34.0% |
| Participation rate | 29.4% | 58.3%-28.9pp | 68.0%-38.5pp | 69.5%-40.1pp |
| Annual return | 19.31% | 27.25%-7.9pp | 38.78%-19.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $865 | $1,527-43.3% | $2,568-66.3% | $2,342-63.1% |
| Participant deferral / active EE | $1,139 | $2,453-53.6% | $3,537-67.8% | $3,332-65.8% |
| Admin fee / account holder | $396 | $3,145-87.4% | $4,561-91.3% | $4,645-91.5% |