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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 | $42,062 | $66,431-36.7% | $109,916-61.7% | $85,851-51.0% |
| Participation rate | 43.9% | 63.9%-20.0pp | 74.2%-30.3pp | 69.3%-25.4pp |
| Annual return | 20.28% | 19.59%+0.7pp | 29.46%-9.2pp | 318.63%-298.4pp |
| Employer contribution / active EE | $786 | $1,688-53.4% | $2,844-72.4% | $2,565-69.4% |
| Participant deferral / active EE | $1,645 | $2,844-42.2% | $4,047-59.4% | $3,952-58.4% |
| Admin fee / account holder | $602 | $4,559-86.8% | $6,069-90.1% | $6,261-90.4% |