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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 | $56,239 | $35,183+59.8% | $73,550-23.5% | $70,126-19.8% |
| Participation rate | 40.8% | 42.9%-2.1pp | 54.9%-14.1pp | 69.5%-28.7pp |
| Annual return | 17.13% | 26.90%-9.8pp | -15.16%+32.3pp | 73.15%-56.0pp |
| Employer contribution / active EE | $484 | $709-31.8% | $1,219-60.3% | $2,343-79.4% |
| Participant deferral / active EE | $932 | $1,220-23.6% | $1,804-48.3% | $3,332-72.0% |
| Admin fee / account holder | $1,959 | $2,302-14.9% | $2,320-15.5% | $4,645-57.8% |