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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 | $49,495 | $62,672-21.0% | $185,117-73.3% | $70,126-29.4% |
| Participation rate | 45.0% | 63.8%-18.8pp | 77.3%-32.3pp | 69.5%-24.5pp |
| Annual return | 16.31% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $771 | $1,753-56.0% | $4,182-81.6% | $2,343-67.1% |
| Participant deferral / active EE | $1,561 | $3,272-52.3% | $5,045-69.1% | $3,332-53.1% |
| Admin fee / account holder | $1,073 | $3,932-72.7% | $8,159-86.9% | $4,645-76.9% |