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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 | $44,796 | $64,501-30.6% | $108,753-58.8% | $65,306-31.4% |
| Participation rate | 42.9% | 50.8%-8.0pp | 71.1%-28.2pp | 57.7%-14.8pp |
| Annual return | 14.63% | 21.09%-6.5pp | 37.47%-22.8pp | 21.94%-7.3pp |
| Employer contribution / active EE | $746 | $1,069-30.2% | $2,427-69.2% | $1,967-62.1% |
| Participant deferral / active EE | $1,277 | $2,401-46.8% | $4,115-69.0% | $2,959-56.9% |
| Admin fee / account holder | $5,718 | $4,971+15.0% | $10,320-44.6% | $3,480+64.3% |