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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 | $45,654 | $78,015-41.5% | $178,505-74.4% | $80,959-43.6% |
| Participation rate | 45.8% | 65.7%-19.9pp | 77.1%-31.4pp | 67.7%-21.9pp |
| Annual return | 13.36% | 18.10%-4.7pp | 27.16%-13.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $846 | $2,281-62.9% | $3,955-78.6% | $2,757-69.3% |
| Participant deferral / active EE | $1,859 | $4,406-57.8% | $6,280-70.4% | $4,300-56.8% |
| Admin fee / account holder | $1,142 | $7,160-84.1% | $10,428-89.0% | $6,925-83.5% |