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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 | $43,127 | $76,407-43.6% | $150,298-71.3% | $82,448-47.7% |
| Participation rate | 25.6% | 66.4%-40.8pp | 77.8%-52.2pp | 68.1%-42.5pp |
| Annual return | 15.66% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $354 | $2,614-86.5% | $4,154-91.5% | $2,551-86.1% |
| Participant deferral / active EE | $1,472 | $3,214-54.2% | $5,453-73.0% | $4,139-64.4% |
| Admin fee / account holder | $7,924 | $6,352+24.7% | $14,116-43.9% | $7,234+9.5% |