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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 | $46,256 | $75,541-38.8% | $152,093-69.6% | $82,637-44.0% |
| Participation rate | 48.1% | 66.5%-18.4pp | 77.8%-29.6pp | 68.1%-19.9pp |
| Annual return | 20.03% | 32.56%-12.5pp | 66.36%-46.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $860 | $2,622-67.2% | $4,175-79.4% | $2,552-66.3% |
| Participant deferral / active EE | $1,264 | $3,206-60.6% | $5,451-76.8% | $4,126-69.4% |
| Admin fee / account holder | $486 | $6,405-92.4% | $14,497-96.7% | $7,339-93.4% |