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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 | $57,707 | $58,493-1.3% | $84,021-31.3% | $72,975-20.9% |
| Participation rate | 43.6% | 61.2%-17.6pp | 69.0%-25.4pp | 69.5%-25.9pp |
| Annual return | 22.46% | 28.93%-6.5pp | 71.32%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $745 | $1,163-35.9% | $1,984-62.4% | $2,440-69.5% |
| Participant deferral / active EE | $1,525 | $2,394-36.3% | $3,239-52.9% | $3,608-57.7% |
| Admin fee / account holder | $1,277 | $4,569-72.1% | $6,102-79.1% | $5,124-75.1% |