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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 | $45,484 | $85,515-46.8% | $112,040-59.4% | $67,986-33.1% |
| Participation rate | 36.0% | 68.2%-32.2pp | 76.5%-40.5pp | 57.2%-21.2pp |
| Annual return | 15.38% | 29.68%-14.3pp | 24.52%-9.1pp | 31.67%-16.3pp |
| Employer contribution / active EE | $700 | $2,191-68.0% | $2,954-76.3% | $2,019-65.3% |
| Participant deferral / active EE | $1,801 | $4,014-55.1% | $5,098-64.7% | $3,358-46.4% |
| Admin fee / account holder | $447 | $3,774-88.1% | $12,098-96.3% | $3,203-86.0% |