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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 | $42,443 | $55,932-24.1% | $76,735-44.7% | $67,986-37.6% |
| Participation rate | 51.0% | 50.8%+0.2pp | 69.5%-18.5pp | 57.2%-6.2pp |
| Annual return | 18.82% | 23.10%-4.3pp | 29.77%-11.0pp | 31.67%-12.8pp |
| Employer contribution / active EE | $616 | $1,487-58.6% | $2,454-74.9% | $2,019-69.5% |
| Participant deferral / active EE | $1,166 | $2,558-54.4% | $4,088-71.5% | $3,358-65.3% |
| Admin fee / account holder | $1,404 | $4,907-71.4% | $7,189-80.5% | $3,203-56.2% |