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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 | $51,785 | $73,955-30.0% | $96,520-46.3% | $75,181-31.1% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 14.07% | 26.72%-12.6pp | 35.72%-21.6pp | 160.69%-146.6pp |
| Employer contribution / active EE | $1,291 | $2,930-55.9% | $3,739-65.5% | $2,671-51.7% |
| Participant deferral / active EE | $2,411 | $3,659-34.1% | $4,879-50.6% | $4,126-41.6% |
| Admin fee / account holder | $669 | $5,217-87.2% | $6,733-90.1% | $5,650-88.2% |