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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 | $46,649 | $81,358-42.7% | $155,556-70.0% | $80,959-42.4% |
| Participation rate | 40.2% | 66.3%-26.1pp | 78.2%-38.0pp | 67.7%-27.5pp |
| Annual return | 14.54% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $816 | $3,106-73.7% | $4,675-82.5% | $2,757-70.4% |
| Participant deferral / active EE | $3,028 | $3,455-12.4% | $5,631-46.2% | $4,300-29.6% |
| Admin fee / account holder | $1,959 | $7,994-75.5% | $15,885-87.7% | $6,925-71.7% |