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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 | $32,765 | $41,016-20.1% | $152,093-78.5% | $64,097-48.9% |
| Participation rate | 41.4% | 51.3%-9.9pp | 77.8%-36.3pp | 55.2%-13.8pp |
| Annual return | 17.31% | 39.60%-22.3pp | 66.36%-49.0pp | 34.64%-17.3pp |
| Employer contribution / active EE | $647 | $1,342-51.8% | $4,175-84.5% | $1,891-65.8% |
| Participant deferral / active EE | $2,891 | $1,927+50.0% | $5,451-47.0% | $3,080-6.1% |
| Admin fee / account holder | $3,330 | $2,305+44.4% | $14,497-77.0% | $3,454-3.6% |