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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 | $46,242 | $77,814-40.6% | $158,223-70.8% | $86,983-46.8% |
| Participation rate | 36.4% | 68.4%-32.1pp | 79.2%-42.8pp | 69.5%-33.2pp |
| Annual return | 19.37% | 30.54%-11.2pp | 52.09%-32.7pp | 25.83%-6.5pp |
| Employer contribution / active EE | $873 | $2,592-66.3% | $4,109-78.7% | $2,584-66.2% |
| Participant deferral / active EE | $1,619 | $3,270-50.5% | $5,467-70.4% | $4,194-61.4% |
| Admin fee / account holder | $1,897 | $5,879-67.7% | $16,047-88.2% | $7,856-75.8% |