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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 | $47,055 | $77,814-39.5% | $158,223-70.3% | $86,983-45.9% |
| Participation rate | 31.4% | 68.4%-37.0pp | 79.2%-47.8pp | 69.5%-38.1pp |
| Annual return | 18.87% | 30.54%-11.7pp | 52.09%-33.2pp | 25.83%-7.0pp |
| Employer contribution / active EE | $893 | $2,592-65.6% | $4,109-78.3% | $2,584-65.5% |
| Participant deferral / active EE | $2,860 | $3,270-12.5% | $5,467-47.7% | $4,194-31.8% |
| Admin fee / account holder | $2,179 | $5,879-62.9% | $16,047-86.4% | $7,856-72.3% |