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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 | $43,082 | $57,541-25.1% | $95,728-55.0% | $75,181-42.7% |
| Participation rate | 44.9% | 62.5%-17.6pp | 72.3%-27.4pp | 67.2%-22.3pp |
| Annual return | 17.65% | 34.93%-17.3pp | 28.40%-10.7pp | 160.69%-143.0pp |
| Employer contribution / active EE | $740 | $1,808-59.1% | $2,835-73.9% | $2,671-72.3% |
| Participant deferral / active EE | $1,932 | $3,074-37.2% | $4,245-54.5% | $4,126-53.2% |
| Admin fee / account holder | $304 | $4,099-92.6% | $5,673-94.6% | $5,650-94.6% |