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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 | $32,940 | $45,087-26.9% | $69,483-52.6% | $72,976-54.9% |
| Participation rate | 41.4% | 68.5%-27.1pp | 74.6%-33.2pp | 69.5%-28.1pp |
| Annual return | 22.39% | 22.67%-0.3pp | 28.99%-6.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $484 | $2,055-76.4% | $2,780-82.6% | $2,440-80.1% |
| Participant deferral / active EE | $2,839 | $2,603+9.1% | $3,537-19.7% | $3,608-21.3% |
| Admin fee / account holder | $377 | $3,057-87.7% | $3,841-90.2% | $5,124-92.6% |