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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 | $38,889 | $87,733-55.7% | $106,551-63.5% | $85,856-54.7% |
| Participation rate | 64.3% | 71.9%-7.6pp | 76.1%-11.8pp | 69.3%-5.0pp |
| Annual return | 28.23% | 21.86%+6.4pp | 26.80%+1.4pp | 318.58%-290.4pp |
| Employer contribution / active EE | $922 | $2,073-55.5% | $2,819-67.3% | $2,565-64.1% |
| Participant deferral / active EE | $4,545 | $3,469+31.0% | $4,398+3.3% | $3,952+15.0% |
| Admin fee / account holder | $449 | $6,767-93.4% | $7,408-93.9% | $6,261-92.8% |