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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 | $41,585 | $86,938-52.2% | $102,423-59.4% | $80,925-48.6% |
| Participation rate | 40.6% | 72.4%-31.8pp | 76.5%-35.9pp | 67.7%-27.0pp |
| Annual return | 19.81% | 18.89%+0.9pp | 29.42%-9.6pp | 35.65%-15.8pp |
| Employer contribution / active EE | $1,350 | $2,369-43.0% | $3,023-55.3% | $2,756-51.0% |
| Participant deferral / active EE | $3,407 | $4,120-17.3% | $5,054-32.6% | $4,299-20.8% |
| Admin fee / account holder | $925 | $8,053-88.5% | $9,455-90.2% | $6,940-86.7% |