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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 | $40,024 | $58,512-31.6% | $84,020-52.4% | $72,983-45.2% |
| Participation rate | 44.3% | 61.2%-16.9pp | 69.0%-24.7pp | 69.5%-25.2pp |
| Annual return | 17.60% | 28.93%-11.3pp | 71.31%-53.7pp | 81.01%-63.4pp |
| Employer contribution / active EE | $425 | $1,163-63.5% | $1,984-78.6% | $2,440-82.6% |
| Participant deferral / active EE | $1,794 | $2,394-25.1% | $3,239-44.6% | $3,608-50.3% |
| Admin fee / account holder | $1,238 | $4,569-72.9% | $6,101-79.7% | $5,124-75.8% |