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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 | $46,381 | $81,331-43.0% | $155,534-70.2% | $80,935-42.7% |
| Participation rate | 48.8% | 66.3%-17.4pp | 78.2%-29.4pp | 67.7%-18.8pp |
| Annual return | 11.52% | 33.37%-21.9pp | 64.92%-53.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $464 | $3,105-85.1% | $4,675-90.1% | $2,757-83.2% |
| Participant deferral / active EE | $3,607 | $3,454+4.4% | $5,630-35.9% | $4,299-16.1% |
| Admin fee / account holder | $3,767 | $7,999-52.9% | $15,900-76.3% | $6,924-45.6% |