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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 | $45,849 | $43,496+5.4% | $161,489-71.6% | $64,340-28.7% |
| Participation rate | 27.4% | 53.5%-26.1pp | 78.7%-51.3pp | 55.2%-27.8pp |
| Annual return | 17.29% | 20.76%-3.5pp | 89.72%-72.4pp | 24.14%-6.9pp |
| Employer contribution / active EE | $391 | $1,431-72.6% | $4,268-90.8% | $1,862-79.0% |
| Participant deferral / active EE | $935 | $1,996-53.2% | $5,630-83.4% | $2,980-68.6% |
| Admin fee / account holder | $4,185 | $2,330+79.6% | $16,006-73.9% | $3,703+13.0% |