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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 | $36,758 | $41,016-10.4% | $152,093-75.8% | $64,097-42.7% |
| Participation rate | 35.6% | 51.3%-15.8pp | 77.8%-42.2pp | 55.2%-19.6pp |
| Annual return | 16.34% | 39.60%-23.3pp | 66.36%-50.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $444 | $1,342-66.9% | $4,175-89.4% | $1,891-76.5% |
| Participant deferral / active EE | $1,859 | $1,927-3.6% | $5,451-65.9% | $3,080-39.6% |
| Admin fee / account holder | $991 | $2,305-57.0% | $14,497-93.2% | $3,454-71.3% |