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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 | $45,304 | $87,733-48.4% | $106,555-57.5% | $85,847-47.2% |
| Participation rate | 58.1% | 71.9%-13.9pp | 76.1%-18.1pp | 69.3%-11.3pp |
| Annual return | 11.59% | 21.86%-10.3pp | 26.80%-15.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $854 | $2,073-58.8% | $2,819-69.7% | $2,565-66.7% |
| Participant deferral / active EE | $4,167 | $3,469+20.1% | $4,399-5.3% | $3,952+5.4% |
| Admin fee / account holder | $659 | $6,767-90.3% | $7,408-91.1% | $6,261-89.5% |