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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 | $81,233-42.9% | $155,567-70.2% | $80,874-42.7% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.6%-18.8pp |
| Annual return | 11.52% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $464 | $3,101-85.0% | $4,674-90.1% | $2,756-83.2% |
| Participant deferral / active EE | $3,607 | $3,452+4.5% | $5,628-35.9% | $4,297-16.1% |
| Admin fee / account holder | $3,767 | $7,998-52.9% | $15,916-76.3% | $6,935-45.7% |