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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 | $47,246 | $41,377+14.2% | $109,313-56.8% | $62,881-24.9% |
| Participation rate | 41.7% | 57.5%-15.9pp | 71.3%-29.6pp | 69.3%-27.6pp |
| Annual return | 6.48% | 11.05%-4.6pp | 22.07%-15.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $468 | $1,276-63.3% | $3,892-88.0% | $2,281-79.5% |
| Participant deferral / active EE | $1,312 | $2,045-35.8% | $3,166-58.6% | $3,203-59.0% |
| Admin fee / account holder | $1,364 | $2,884-52.7% | $5,666-75.9% | $4,296-68.3% |