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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 | $42,835 | $81,487-47.4% | $102,412-58.2% | $80,935-47.1% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.7%-34.3pp |
| Annual return | 16.49% | 25.60%-9.1pp | 24.94%-8.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,419 | $3,103-54.3% | $3,870-63.3% | $2,757-48.5% |
| Participant deferral / active EE | $4,203 | $3,871+8.6% | $5,060-16.9% | $4,299-2.3% |
| Admin fee / account holder | $737 | $6,717-89.0% | $8,388-91.2% | $6,924-89.4% |