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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 | $46,023 | $51,222-10.2% | $70,544-34.8% | $75,173-38.8% |
| Participation rate | 45.9% | 61.0%-15.0pp | 68.4%-22.4pp | 67.2%-21.3pp |
| Annual return | 24.00% | 30.06%-6.1pp | 32.79%-8.8pp | 160.72%-136.7pp |
| Employer contribution / active EE | $640 | $1,827-65.0% | $2,976-78.5% | $2,671-76.0% |
| Participant deferral / active EE | $1,401 | $2,850-50.8% | $4,568-69.3% | $4,126-66.0% |
| Admin fee / account holder | $1,515 | $4,096-63.0% | $6,427-76.4% | $5,651-73.2% |