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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 | $42,190 | $71,230-40.8% | $93,727-55.0% | $80,959-47.9% |
| Participation rate | 28.0% | 60.4%-32.4pp | 68.7%-40.7pp | 67.7%-39.7pp |
| Annual return | 11.76% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $763 | $1,565-51.2% | $2,421-68.5% | $2,757-72.3% |
| Participant deferral / active EE | $5,297 | $4,037+31.2% | $4,417+19.9% | $4,300+23.2% |
| Admin fee / account holder | $1,442 | $6,961-79.3% | $8,292-82.6% | $6,925-79.2% |