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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 | $44,280 | $76,551-42.2% | $123,894-64.3% | $62,881-29.6% |
| Participation rate | 26.7% | 73.0%-46.3pp | 81.4%-54.7pp | 69.3%-42.6pp |
| Annual return | 10.18% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $805 | $2,882-72.1% | $4,617-82.6% | $2,281-64.7% |
| Participant deferral / active EE | $2,342 | $4,840-51.6% | $5,984-60.9% | $3,203-26.9% |
| Admin fee / account holder | $2,102 | $4,826-56.4% | $8,357-74.9% | $4,296-51.1% |