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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 | $48,055 | $68,880-30.2% | $120,580-60.1% | $80,959-40.6% |
| Participation rate | 53.8% | 61.7%-7.9pp | 72.0%-18.1pp | 67.7%-13.8pp |
| Annual return | 19.02% | 23.68%-4.7pp | 107.48%-88.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $733 | $2,066-64.5% | $3,469-78.9% | $2,757-73.4% |
| Participant deferral / active EE | $2,487 | $3,191-22.1% | $4,995-50.2% | $4,300-42.2% |
| Admin fee / account holder | $823 | $5,785-85.8% | $9,418-91.3% | $6,925-88.1% |