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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 | $43,415 | $41,377+4.9% | $109,313-60.3% | $62,881-31.0% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | 10.11% | 11.05%-0.9pp | 22.07%-12.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $228 | $1,276-82.1% | $3,892-94.1% | $2,281-90.0% |
| Participant deferral / active EE | $1,438 | $2,045-29.7% | $3,166-54.6% | $3,203-55.1% |
| Admin fee / account holder | $389 | $2,884-86.5% | $5,666-93.1% | $4,296-90.9% |