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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 | $42,237 | $112,596-62.5% | $152,301-72.3% | $64,728-34.7% |
| Participation rate | 19.6% | 63.6%-44.0pp | 82.4%-62.8pp | 57.9%-38.3pp |
| Annual return | 19.11% | 23.76%-4.6pp | 80.50%-61.4pp | 49.38%-30.3pp |
| Employer contribution / active EE | $452 | $3,716-87.8% | $4,624-90.2% | $2,243-79.8% |
| Participant deferral / active EE | $1,021 | $6,075-83.2% | $8,004-87.2% | $2,729-62.6% |
| Admin fee / account holder | $2,664 | $996+167.4% | $14,398-81.5% | $1,145+132.6% |