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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 | $42,432 | $58,493-27.5% | $84,021-49.5% | $72,975-41.9% |
| Participation rate | 58.8% | 61.2%-2.4pp | 69.0%-10.2pp | 69.5%-10.7pp |
| Annual return | 20.35% | 28.93%-8.6pp | 71.32%-51.0pp | 81.01%-60.7pp |
| Employer contribution / active EE | $625 | $1,163-46.3% | $1,984-68.5% | $2,440-74.4% |
| Participant deferral / active EE | $1,524 | $2,394-36.3% | $3,239-53.0% | $3,608-57.8% |
| Admin fee / account holder | $3,160 | $4,569-30.8% | $6,102-48.2% | $5,124-38.3% |