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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 | $49,152 | $76,371-35.6% | $93,621-47.5% | $72,975-32.6% |
| Participation rate | 39.5% | 71.8%-32.2pp | 75.8%-36.3pp | 69.5%-30.0pp |
| Annual return | 19.49% | 25.82%-6.3pp | 32.76%-13.3pp | 81.01%-61.5pp |
| Employer contribution / active EE | $964 | $2,276-57.6% | $2,719-64.5% | $2,440-60.5% |
| Participant deferral / active EE | $1,617 | $3,538-54.3% | $4,070-60.3% | $3,608-55.2% |
| Admin fee / account holder | $1,116 | $6,839-83.7% | $7,890-85.9% | $5,124-78.2% |