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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 | $46,927 | $47,848-1.9% | $81,473-42.4% | $70,126-33.1% |
| Participation rate | 33.3% | 58.3%-24.9pp | 68.0%-34.6pp | 69.5%-36.2pp |
| Annual return | 18.27% | 27.25%-9.0pp | 38.78%-20.5pp | 73.15%-54.9pp |
| Employer contribution / active EE | $882 | $1,527-42.2% | $2,568-65.7% | $2,343-62.4% |
| Participant deferral / active EE | $2,153 | $2,453-12.3% | $3,537-39.1% | $3,332-35.4% |
| Admin fee / account holder | $644 | $3,145-79.5% | $4,561-85.9% | $4,645-86.1% |