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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 | $48,338 | $71,215-32.1% | $93,696-48.4% | $80,935-40.3% |
| Participation rate | 28.1% | 60.4%-32.3pp | 68.7%-40.7pp | 67.7%-39.6pp |
| Annual return | 15.44% | 11.27%+4.2pp | 133.74%-118.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $432 | $1,565-72.4% | $2,422-82.2% | $2,757-84.3% |
| Participant deferral / active EE | $2,747 | $4,037-31.9% | $4,417-37.8% | $4,299-36.1% |
| Admin fee / account holder | $7,087 | $6,958+1.9% | $8,287-14.5% | $6,924+2.3% |