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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 | $40,554 | $95,904-57.7% | $173,730-76.7% | $64,340-37.0% |
| Participation rate | 46.9% | 60.6%-13.8pp | 79.6%-32.7pp | 55.2%-8.4pp |
| Annual return | 13.67% | 17.47%-3.8pp | 19.96%-6.3pp | 24.14%-10.5pp |
| Employer contribution / active EE | $650 | $2,323-72.0% | $4,577-85.8% | $1,862-65.1% |
| Participant deferral / active EE | $2,497 | $3,488-28.4% | $6,326-60.5% | $2,980-16.2% |
| Admin fee / account holder | $1,893 | $5,089-62.8% | $17,523-89.2% | $3,703-48.9% |