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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 | $45,621 | $54,541-16.4% | $78,778-42.1% | $70,126-34.9% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.2%-3.8pp | 69.5%-4.1pp |
| Annual return | 12.25% | 21.07%-8.8pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $583 | $1,089-46.5% | $1,986-70.7% | $2,343-75.1% |
| Participant deferral / active EE | $1,262 | $2,210-42.9% | $2,958-57.4% | $3,332-62.1% |
| Admin fee / account holder | $618 | $3,709-83.3% | $5,134-88.0% | $4,645-86.7% |