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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 | $44,556 | $25,014+78.1% | $69,632-36.0% | $80,959-45.0% |
| Participation rate | 40.0% | 64.2%-24.2pp | 66.4%-26.4pp | 67.7%-27.7pp |
| Annual return | 13.84% | 19.08%-5.2pp | 101.32%-87.5pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,042 | $991+5.1% | $1,708-39.0% | $2,757-62.2% |
| Participant deferral / active EE | $1,269 | $1,840-31.0% | $2,889-56.1% | $4,300-70.5% |
| Admin fee / account holder | $627 | $2,491-74.8% | $4,695-86.6% | $6,925-90.9% |