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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 | $48,491 | $65,712-26.2% | $57,196-15.2% | $273,972-82.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 12.54% | 22.01%-9.5pp | 14.59%-2.1pp | 41.46%-28.9pp |
| Employer contribution / active EE | $459 | $3,280-86.0% | $2,683-82.9% | $4,869-90.6% |
| Participant deferral / active EE | $2,100 | $3,782-44.5% | $3,096-32.2% | $5,287-60.3% |
| Admin fee / account holder | $623 | $4,838-87.1% | $3,141-80.2% | $10,133-93.9% |