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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 | $56,125 | $56,894-1.4% | $84,753-33.8% | $62,881-10.7% |
| Participation rate | 29.7% | 68.5%-38.8pp | 76.6%-46.9pp | 69.3%-39.6pp |
| Annual return | 11.14% | 6.30%+4.8pp | 22.78%-11.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $454 | $2,400-81.1% | $3,574-87.3% | $2,281-80.1% |
| Participant deferral / active EE | $1,400 | $2,709-48.3% | $3,712-62.3% | $3,203-56.3% |
| Admin fee / account holder | $509 | $3,581-85.8% | $5,333-90.5% | $4,296-88.1% |