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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 | $38,140 | $52,682-27.6% | $78,004-51.1% | $64,097-40.5% |
| Participation rate | 47.2% | 47.7%-0.6pp | 69.4%-22.3pp | 55.2%-8.0pp |
| Annual return | 14.92% | 22.45%-7.5pp | 31.07%-16.2pp | 34.64%-19.7pp |
| Employer contribution / active EE | $619 | $1,323-53.2% | $2,469-74.9% | $1,891-67.3% |
| Participant deferral / active EE | $1,642 | $2,346-30.0% | $4,092-59.9% | $3,080-46.7% |
| Admin fee / account holder | $738 | $5,420-86.4% | $7,578-90.3% | $3,454-78.6% |