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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 | $34,644 | $45,266-23.5% | $103,693-66.6% | $65,306-47.0% |
| Participation rate | 42.7% | 53.3%-10.6pp | 72.6%-29.9pp | 57.7%-14.9pp |
| Annual return | 16.43% | 25.10%-8.7pp | 47.61%-31.2pp | 21.94%-5.5pp |
| Employer contribution / active EE | $481 | $1,765-72.7% | $2,920-83.5% | $1,967-75.5% |
| Participant deferral / active EE | $1,355 | $2,099-35.4% | $4,579-70.4% | $2,959-54.2% |
| Admin fee / account holder | $4,613 | $3,221+43.2% | $7,858-41.3% | $3,480+32.5% |