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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 | $45,035 | $51,222-12.1% | $70,544-36.2% | $75,173-40.1% |
| Participation rate | 23.6% | 61.0%-37.4pp | 68.4%-44.7pp | 67.2%-43.6pp |
| Annual return | 33.09% | 30.06%+3.0pp | 32.79%+0.3pp | 160.72%-127.6pp |
| Employer contribution / active EE | $641 | $1,827-64.9% | $2,976-78.4% | $2,671-76.0% |
| Participant deferral / active EE | $1,841 | $2,850-35.4% | $4,568-59.7% | $4,126-55.4% |
| Admin fee / account holder | $1,619 | $4,096-60.5% | $6,427-74.8% | $5,651-71.3% |