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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 | $48,236 | $72,273-33.3% | $101,275-52.4% | $79,856-39.6% |
| Participation rate | 56.4% | 68.5%-12.1pp | 75.8%-19.4pp | 69.6%-13.3pp |
| Annual return | 15.80% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $944 | $2,691-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $2,963 | $3,282-9.7% | $4,371-32.2% | $3,741-20.8% |
| Admin fee / account holder | $2,145 | $4,401-51.3% | $5,948-63.9% | $5,306-59.6% |