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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 | $29,794 | $41,016-27.4% | $152,093-80.4% | $64,097-53.5% |
| Participation rate | 44.1% | 51.3%-7.2pp | 77.8%-33.6pp | 55.2%-11.1pp |
| Annual return | 14.34% | 39.60%-25.3pp | 66.36%-52.0pp | 34.64%-20.3pp |
| Employer contribution / active EE | $568 | $1,342-57.7% | $4,175-86.4% | $1,891-70.0% |
| Participant deferral / active EE | $1,136 | $1,927-41.0% | $5,451-79.2% | $3,080-63.1% |
| Admin fee / account holder | $1,230 | $2,305-46.6% | $14,497-91.5% | $3,454-64.4% |