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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 | $42,221 | $58,493-27.8% | $84,021-49.8% | $72,975-42.1% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 24.10% | 28.93%-4.8pp | 71.32%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $535 | $1,163-54.0% | $1,984-73.0% | $2,440-78.1% |
| Participant deferral / active EE | $1,122 | $2,394-53.1% | $3,239-65.4% | $3,608-68.9% |
| Admin fee / account holder | $3,299 | $4,569-27.8% | $6,102-45.9% | $5,124-35.6% |