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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 | $55,833 | $52,884+5.6% | $84,753-34.1% | $55,167+1.2% |
| Participation rate | 45.0% | 67.5%-22.5pp | 76.6%-31.6pp | 69.0%-24.0pp |
| Annual return | 22.71% | 18.03%+4.7pp | 22.78%-0.1pp | 169.23%-146.5pp |
| Employer contribution / active EE | $963 | $2,233-56.9% | $3,574-73.0% | $1,963-50.9% |
| Participant deferral / active EE | $1,508 | $2,644-43.0% | $3,712-59.4% | $3,054-50.6% |
| Admin fee / account holder | $378 | $581-34.8% | $5,333-92.9% | $504-24.9% |