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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 | $43,626 | $43,496+0.3% | $161,489-73.0% | $64,340-32.2% |
| Participation rate | 42.3% | 53.5%-11.2pp | 78.7%-36.4pp | 55.2%-13.0pp |
| Annual return | 15.22% | 20.76%-5.5pp | 89.72%-74.5pp | 24.14%-8.9pp |
| Employer contribution / active EE | $572 | $1,431-60.0% | $4,268-86.6% | $1,862-69.3% |
| Participant deferral / active EE | $1,740 | $1,996-12.8% | $5,630-69.1% | $2,980-41.6% |
| Admin fee / account holder | $1,256 | $2,330-46.1% | $16,006-92.2% | $3,703-66.1% |