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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 | $40,675 | $57,828-29.7% | $117,039-65.2% | $70,126-42.0% |
| Participation rate | 44.2% | 67.1%-22.9pp | 77.2%-33.0pp | 69.5%-25.3pp |
| Annual return | 20.17% | 17.55%+2.6pp | 18.95%+1.2pp | 73.15%-53.0pp |
| Employer contribution / active EE | $562 | $1,816-69.0% | $3,785-85.1% | $2,343-76.0% |
| Participant deferral / active EE | $1,295 | $2,438-46.9% | $3,929-67.1% | $3,332-61.1% |
| Admin fee / account holder | $1,022 | $3,548-71.2% | $5,974-82.9% | $4,645-78.0% |