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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 | $36,415 | $67,602-46.1% | $82,312-55.8% | $70,126-48.1% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.4pp |
| Annual return | 21.20% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $432 | $1,755-75.4% | $2,428-82.2% | $2,343-81.6% |
| Participant deferral / active EE | $1,477 | $2,987-50.5% | $3,706-60.1% | $3,332-55.7% |
| Admin fee / account holder | $544 | $4,512-87.9% | $5,608-90.3% | $4,645-88.3% |