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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 | $45,779 | $45,043+1.6% | $85,063-46.2% | $74,400-38.5% |
| Participation rate | 17.1% | 49.4%-32.3pp | 67.5%-50.4pp | 67.2%-50.2pp |
| Annual return | 12.59% | 26.26%-13.7pp | 66.54%-53.9pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $452 | $1,458-69.0% | $2,727-83.4% | $2,624-82.8% |
| Participant deferral / active EE | $751 | $2,733-72.5% | $4,523-83.4% | $4,348-82.7% |
| Admin fee / account holder | $2,269 | $2,210+2.7% | $6,155-63.1% | $1,944+16.7% |