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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 | $52,544 | $41,016+28.1% | $152,093-65.5% | $64,097-18.0% |
| Participation rate | 32.5% | 51.3%-18.8pp | 77.8%-45.2pp | 55.2%-22.7pp |
| Annual return | 14.43% | 39.60%-25.2pp | 66.36%-51.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $379 | $1,342-71.8% | $4,175-90.9% | $1,891-80.0% |
| Participant deferral / active EE | $998 | $1,927-48.2% | $5,451-81.7% | $3,080-67.6% |
| Admin fee / account holder | $5,135 | $2,305+122.7% | $14,497-64.6% | $3,454+48.6% |