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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 | $40,100 | $106,524-62.4% | $152,301-73.7% | $87,485-54.2% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.4%-16.5pp | 68.9%-3.0pp |
| Annual return | 15.98% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $613 | $3,371-81.8% | $4,624-86.8% | $2,596-76.4% |
| Participant deferral / active EE | $4,668 | $6,525-28.5% | $8,004-41.7% | $4,274+9.2% |
| Admin fee / account holder | $1,575 | $8,287-81.0% | $14,398-89.1% | $7,775-79.7% |