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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 | $45,332 | $76,112-40.4% | $96,534-53.0% | $71,511-36.6% |
| Participation rate | 47.9% | 74.4%-26.5pp | 76.0%-28.0pp | 67.9%-20.0pp |
| Annual return | 15.75% | 22.81%-7.1pp | 25.88%-10.1pp | 28.86%-13.1pp |
| Employer contribution / active EE | $843 | $2,248-62.5% | $2,965-71.6% | $2,589-67.5% |
| Participant deferral / active EE | $2,494 | $4,217-40.9% | $4,851-48.6% | $4,291-41.9% |
| Admin fee / account holder | $4,837 | $2,708+78.6% | $8,253-41.4% | $1,588+204.5% |