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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 | $43,223 | $82,133-47.4% | $147,318-70.7% | $64,097-32.6% |
| Participation rate | 34.0% | 62.3%-28.3pp | 82.1%-48.1pp | 55.2%-21.2pp |
| Annual return | 15.78% | 78.78%-63.0pp | 70.43%-54.6pp | 34.64%-18.9pp |
| Employer contribution / active EE | $561 | $2,872-80.5% | $4,593-87.8% | $1,891-70.3% |
| Participant deferral / active EE | $1,803 | $5,407-66.7% | $7,906-77.2% | $3,080-41.5% |
| Admin fee / account holder | $1,381 | $3,730-63.0% | $13,708-89.9% | $3,454-60.0% |