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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 | $44,731 | $72,486-38.3% | $87,103-48.6% | $72,976-38.7% |
| Participation rate | 48.4% | 72.8%-24.4pp | 76.9%-28.5pp | 69.5%-21.1pp |
| Annual return | 38.64% | 24.46%+14.2pp | 28.19%+10.4pp | 81.02%-42.4pp |
| Employer contribution / active EE | $603 | $1,894-68.2% | $2,521-76.1% | $2,440-75.3% |
| Participant deferral / active EE | $1,932 | $3,270-40.9% | $4,049-52.3% | $3,608-46.5% |
| Admin fee / account holder | $714 | $5,055-85.9% | $7,491-90.5% | $5,124-86.1% |