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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 | $40,294 | $41,016-1.8% | $152,093-73.5% | $64,097-37.1% |
| Participation rate | 24.3% | 51.3%-27.0pp | 77.8%-53.4pp | 55.2%-30.8pp |
| Annual return | 17.08% | 39.60%-22.5pp | 66.36%-49.3pp | 34.64%-17.6pp |
| Employer contribution / active EE | $283 | $1,342-78.9% | $4,175-93.2% | $1,891-85.0% |
| Participant deferral / active EE | $1,146 | $1,927-40.6% | $5,451-79.0% | $3,080-62.8% |
| Admin fee / account holder | $1,166 | $2,305-49.4% | $14,497-92.0% | $3,454-66.2% |