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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 | $45,526 | $54,297-16.2% | $97,032-53.1% | $65,306-30.3% |
| Participation rate | 24.3% | 42.3%-18.1pp | 71.6%-47.3pp | 57.7%-33.4pp |
| Annual return | 20.04% | 21.17%-1.1pp | 35.38%-15.3pp | 21.94%-1.9pp |
| Employer contribution / active EE | $531 | $1,365-61.1% | $2,629-79.8% | $1,967-73.0% |
| Participant deferral / active EE | $1,639 | $2,259-27.5% | $4,672-64.9% | $2,959-44.6% |
| Admin fee / account holder | $665 | $3,744-82.2% | $9,418-92.9% | $3,480-80.9% |