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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 | $46,702 | $101,795-54.1% | $165,100-71.7% | $80,959-42.3% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.7%-8.6pp |
| Annual return | 12.73% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $841 | $2,954-71.5% | $4,348-80.7% | $2,757-69.5% |
| Participant deferral / active EE | $3,452 | $4,476-22.9% | $6,035-42.8% | $4,300-19.7% |
| Admin fee / account holder | $2,078 | $8,221-74.7% | $12,696-83.6% | $6,925-70.0% |