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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 | $57,322 | $59,804-4.2% | $81,982-30.1% | $79,856-28.2% |
| Participation rate | 39.7% | 61.6%-22.0pp | 69.3%-29.6pp | 69.6%-30.0pp |
| Annual return | 24.67% | 17.56%+7.1pp | 41.31%-16.6pp | 31.71%-7.0pp |
| Employer contribution / active EE | $485 | $1,713-71.7% | $2,498-80.6% | $2,471-80.4% |
| Participant deferral / active EE | $1,419 | $2,695-47.3% | $3,722-61.9% | $3,741-62.1% |
| Admin fee / account holder | $888 | $4,288-79.3% | $5,665-84.3% | $5,306-83.3% |