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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 | $58,062 | $58,493-0.7% | $84,021-30.9% | $72,975-20.4% |
| Participation rate | 39.8% | 61.2%-21.5pp | 69.0%-29.3pp | 69.5%-29.7pp |
| Annual return | 28.01% | 28.93%-0.9pp | 71.32%-43.3pp | 81.01%-53.0pp |
| Employer contribution / active EE | $260 | $1,163-77.6% | $1,984-86.9% | $2,440-89.3% |
| Participant deferral / active EE | $1,950 | $2,394-18.5% | $3,239-39.8% | $3,608-46.0% |
| Admin fee / account holder | $3,325 | $4,569-27.2% | $6,102-45.5% | $5,124-35.1% |