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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 | $40,760 | $45,312-10.0% | $86,233-52.7% | $67,986-40.0% |
| Participation rate | 42.6% | 42.4%+0.2pp | 69.0%-26.4pp | 57.2%-14.6pp |
| Annual return | 14.95% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $501 | $1,160-56.8% | $2,504-80.0% | $2,019-75.2% |
| Participant deferral / active EE | $4,050 | $2,185+85.4% | $4,559-11.2% | $3,358+20.6% |
| Admin fee / account holder | $4,911 | $3,295+49.1% | $8,342-41.1% | $3,203+53.3% |