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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 | $29,158 | $41,016-28.9% | $152,093-80.8% | $64,097-54.5% |
| Participation rate | 44.9% | 51.3%-6.5pp | 77.8%-32.9pp | 55.2%-10.3pp |
| Annual return | 14.73% | 39.60%-24.9pp | 66.36%-51.6pp | 34.64%-19.9pp |
| Employer contribution / active EE | $463 | $1,342-65.5% | $4,175-88.9% | $1,891-75.5% |
| Participant deferral / active EE | $2,248 | $1,927+16.6% | $5,451-58.8% | $3,080-27.0% |
| Admin fee / account holder | $4,148 | $2,305+79.9% | $14,497-71.4% | $3,454+20.1% |