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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 | $41,016+6.4% | $152,093-71.3% | $64,097-31.9% |
| Participation rate | 42.3% | 51.3%-9.1pp | 77.8%-35.5pp | 55.2%-12.9pp |
| Annual return | 15.22% | 39.60%-24.4pp | 66.36%-51.1pp | 34.64%-19.4pp |
| Employer contribution / active EE | $572 | $1,342-57.4% | $4,175-86.3% | $1,891-69.8% |
| Participant deferral / active EE | $1,740 | $1,927-9.7% | $5,451-68.1% | $3,080-43.5% |
| Admin fee / account holder | $1,256 | $2,305-45.5% | $14,497-91.3% | $3,454-63.6% |