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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 | $42,837 | $62,086-31.0% | $90,259-52.5% | $64,340-33.4% |
| Participation rate | 19.9% | 53.9%-34.0pp | 70.7%-50.8pp | 55.2%-35.3pp |
| Annual return | 18.32% | 16.73%+1.6pp | 18.88%-0.6pp | 24.14%-5.8pp |
| Employer contribution / active EE | $508 | $1,883-73.0% | $2,291-77.8% | $1,862-72.7% |
| Participant deferral / active EE | $1,159 | $2,557-54.7% | $3,827-69.7% | $2,980-61.1% |
| Admin fee / account holder | $4,091 | $3,317+23.3% | $7,267-43.7% | $3,703+10.5% |