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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 | $47,468 | $86,050-44.8% | $189,758-75.0% | $94,015-49.5% |
| Participation rate | 27.8% | 68.9%-41.1pp | 79.8%-52.0pp | 70.8%-43.0pp |
| Annual return | 13.33% | 17.77%-4.4pp | 52.62%-39.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $573 | $2,819-79.7% | $4,767-88.0% | $2,790-79.5% |
| Participant deferral / active EE | $1,462 | $3,349-56.3% | $5,856-75.0% | $4,249-65.6% |
| Admin fee / account holder | $4,064 | $6,627-38.7% | $20,388-80.1% | $8,951-54.6% |