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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 | $42,950 | $52,580-18.3% | $71,671-40.1% | $70,126-38.8% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.7%-20.2pp | 69.5%-21.0pp |
| Annual return | 21.56% | 20.25%+1.3pp | 20.65%+0.9pp | 73.15%-51.6pp |
| Employer contribution / active EE | $573 | $1,616-64.5% | $2,460-76.7% | $2,343-75.5% |
| Participant deferral / active EE | $1,541 | $2,386-35.4% | $3,438-55.2% | $3,332-53.7% |
| Admin fee / account holder | $459 | $3,653-87.4% | $5,558-91.7% | $4,645-90.1% |