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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 | $41,890 | $93,617-55.3% | $135,982-69.2% | $75,177-44.3% |
| Participation rate | 44.2% | 75.2%-31.0pp | 81.9%-37.7pp | 67.2%-23.0pp |
| Annual return | 27.10% | 30.89%-3.8pp | 68.32%-41.2pp | 160.75%-133.6pp |
| Employer contribution / active EE | $1,395 | $3,538-60.6% | $4,859-71.3% | $2,671-47.8% |
| Participant deferral / active EE | $4,175 | $6,406-34.8% | $7,760-46.2% | $4,126+1.2% |
| Admin fee / account holder | $522 | $6,980-92.5% | $10,767-95.2% | $5,651-90.8% |