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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 | $81,276-42.9% | $155,574-70.2% | $80,925-42.7% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.7%-18.8pp |
| Annual return | 11.52% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $464 | $3,103-85.1% | $4,676-90.1% | $2,756-83.2% |
| Participant deferral / active EE | $3,607 | $3,453+4.5% | $5,629-35.9% | $4,299-16.1% |
| Admin fee / account holder | $3,767 | $7,993-52.9% | $15,914-76.3% | $6,940-45.7% |