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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 | $47,523 | $71,215-33.3% | $93,696-49.3% | $80,935-41.3% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.9pp | 67.7%-15.8pp |
| Annual return | 12.27% | 11.27%+1.0pp | 133.74%-121.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $414 | $1,565-73.6% | $2,422-82.9% | $2,757-85.0% |
| Participant deferral / active EE | $1,686 | $4,037-58.2% | $4,417-61.8% | $4,299-60.8% |
| Admin fee / account holder | $682 | $6,958-90.2% | $8,287-91.8% | $6,924-90.1% |