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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 | $43,639 | $49,025-11.0% | $87,502-50.1% | $62,881-30.6% |
| Participation rate | 41.7% | 64.9%-23.2pp | 73.8%-32.2pp | 69.3%-27.6pp |
| Annual return | 5.94% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $672 | $1,372-51.0% | $2,550-73.6% | $2,281-70.5% |
| Participant deferral / active EE | $989 | $2,289-56.8% | $3,149-68.6% | $3,203-69.1% |
| Admin fee / account holder | $2,832 | $4,065-30.3% | $4,221-32.9% | $4,296-34.1% |