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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 | $42,325 | $49,025-13.7% | $87,502-51.6% | $62,881-32.7% |
| Participation rate | 54.3% | 64.9%-10.6pp | 73.8%-19.6pp | 69.3%-15.0pp |
| Annual return | 7.15% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $314 | $1,372-77.1% | $2,550-87.7% | $2,281-86.2% |
| Participant deferral / active EE | $1,809 | $2,289-21.0% | $3,149-42.6% | $3,203-43.5% |
| Admin fee / account holder | $2,445 | $4,065-39.9% | $4,221-42.1% | $4,296-43.1% |