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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 | $42,118 | $41,377+1.8% | $109,313-61.5% | $62,881-33.0% |
| Participation rate | 26.8% | 57.5%-30.7pp | 71.3%-44.4pp | 69.3%-42.5pp |
| Annual return | 10.33% | 11.05%-0.7pp | 22.07%-11.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $449 | $1,276-64.8% | $3,892-88.5% | $2,281-80.3% |
| Participant deferral / active EE | $1,786 | $2,045-12.7% | $3,166-43.6% | $3,203-44.3% |
| Admin fee / account holder | $443 | $2,884-84.6% | $5,666-92.2% | $4,296-89.7% |